Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS MOD ALLOC - R3 in their Schedule of Assets, totaling $5.0M 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 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $2.3M |
| 2 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $654K |
| 3 | PRINTMAIL SOLUTIONS, INC. |
NEWTOWN PA |
| 134 |
| $10.9M |
| $636K |
| 4 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 176 | $13.1M | $590K |
| 5 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $370K |
| 6 | ALLEGHENY HEALTH NETWORK HOME ALLEGHENY HEALTH NETWORK HOME MEDICAL EQUIPMENT 401(K) PROFIT | FORD CITY PA | 220 | $7.8M | $287K |
| 7 | TELECOMMUNICATIONS & INDUSTRIAL TELECOMMUNICATIONS & INDUSTRIAL CONSULTING SERVICES CORPORATION | FORT MILL SC | 239 | $8.1M | $195K |
