Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Moderate Allocation A MFS 0 in their Schedule of Assets, totaling $6.6M 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 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $6.0M |
| 2 | UNEX CORP UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST | MAHWAH NJ | 303 | $26.8M | $336K |
| 3 | GALENA ASSOCIATES, LLC GALENA ASSOCIATES 401(K) PLAN |
FARMINGTON CT |
| 1,100 |
| $15.9M |
| $242K |
