Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Moderate Allocation R6 in their Schedule of Assets, totaling $22.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FARMERS ALLIANCE MUTUAL INSURANCE COMPANY FARMERS ALLIANCE COMPANIES 401(K) PLAN | MCPHERSON KS | 246 | $59.1M | $20.4M |
| 2 | HOMEMAKERS PLAZA, INC. HOMEMAKERS PLAZA, INC. 401(K) PLAN | URBANDALE IA | 320 | $16.8M | $1.4M |
| 3 | FORT NORFOLK RETIREMENT COMMUNITY, INC. |
NORFOLK VA |
| 273 |
| $3.1M |
| $422K |
| 4 | BOXER PROPERTY MANAGEMENT CORPORATION BOXER PROPERTY 401(K) PLAN | HOUSTON TX | 622 | $11.9M | $245K |