Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Moderate Allocation R4 in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DFD RUSSELL MEDICAL CENTER DFD RUSSELL RETIREMENT SAVINGS PLAN | LEEDS ME | 84 | $6.0M | $1.1M |
| 2 | ADEPT FASTENERS, INC. ADEPT FASTENERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA CA | 277 | $32.1M | $382K |
| 3 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN |
MCLEAN VA |
| 325 |
| $34.3M |
| $248K |
| 4 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN | CANONSBURG PA | 60 | $2.4M | $131K |
| 5 | DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES FL | 163 | $11.3M | $3K |
