Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding MFS MOD ALLOC R4 in their Schedule of Assets, totaling $20.1M 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 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN | EAGLEVILLE PA | 352 | $74.0M | $4.9M |
| 2 | DISTRIBUTION ALTERNATIVES DISTRIBUTION ALTERNATIVES RETIREMENT SAVINGS PLAN | LINO LAKES MN | 223 | $8.0M | $3.3M |
| 3 | NORWAY SAVINGS BANK NORWAY SAVINGS BANK 401(K) PLAN |
NORWAY ME |
| 274 |
| $55.5M |
| $3.1M |
| 4 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $2.5M |
| 5 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $1.7M |
| 6 | AMERICAN ASSETS TRUST, LP AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 219 | $27.2M | $1.1M |
| 7 | COMMERCIAL CONTRACTORS, INC. MANGIONE FAMILY ENTERPRISES RETIREMENT PLAN | ELLICOTT CITY MD | 2,106 | $40.6M | $939K |
| 8 | SKYLAND COOP, INC SKYLAND COOP, INC. 401(K) PLAN | ULYSSES KS | 320 | $9.2M | $451K |
| 9 | R&Q SOLUTIONS R&Q SOLUTIONS 401K PLAN | PHILADELPHIA PA | 22 | $7.7M | $385K |
| 10 | SKYLAND GRAIN, LLC SKYLAND GRAIN, LLC 401(K) PLAN | ULYSSES KS | 354 | $8.9M | $384K |
