Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Moderate Allocation Fund Mutual fund in their Schedule of Assets, totaling $2.3M 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 | FUTURE US INC FUTURE US 401K PLAN | NEW YORK NY | 711 | $65.7M | $710K |
| 2 | DARBY DENTAL SUPPLY, LLC DARBY DENTAL SUPPLY, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | JERICHO NY | 496 | $65.2M | $612K |
| 3 | LLOYD & MCDANIEL PLLC LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN |
LOUISVILLE KY |
| 220 |
| $9.2M |
| $385K |
| 4 | PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 125 | $20.1M | $327K |
| 5 | COMMUNICATION INNOVATIONS LLC COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | FITCHBURG WI | 130 | $4.1M | $288K |
| 6 | A RUDIN INC A RUDIN INC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 115 | $3.7M | $9K |
| 7 | PROCAPS LABORATORIES, INC. PROCAPS LABORATORIES, INC. 401(K) PLAN | HENDERSON NV | 401 | $31.3M | $3K |
