Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Moderate Allocation Fund Class R3 in their Schedule of Assets, totaling $3.0M 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 | WILLIAM H. SADLIER, INC. WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN | NEW YORK NY | 135 | $30.0M | $2.3M |
| 2 | CERES TERMINALS INCORPORATED CERES TERMINALS INCORPORATED 401(K) PLAN | NASHVILLE TN | 191 | $14.8M | $613K |
| 3 | SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN |
BLOOMINGTON MN |
| 86 |
| $21.3M |
| $2K |
