Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Moderate Allocation Fund R4 Mutual fund in their Schedule of Assets, totaling $1.4M 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 | U.S. UROLOGY PARTNERS, LLC U.S. UROLOGY PARTNERS 401(K) AND PROFIT SHARING PLAN | BRENTWOOD TN | 918 | $144.0M | $1.4M |
| 2 | BASEMENT SYSTEMS, INC. BASEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SEYMOUR CT | 457 | $12.8M | $3K |
