Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Moderate Allocation Fund in their Schedule of Assets, totaling $15.3M 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 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $11.7M |
| 2 | KIDS IN DISTRESS, INC. KIDS IN DISTRESS, INC. 401(K) RETIREMENT PLAN | WILTON MANORS FL | 116 | $6.7M | $1.2M |
| 3 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN |
WYOMING MI |
| 994 |
| $24.1M |
| $711K |
| 4 | ABCO AUTOMATION, INC. ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN | BROWN SUMMIT NC | 157 | $14.3M | $579K |
| 5 | H.E.BUTT GROCERY COMPANY H-E-B PARTNER STOCK PLAN | SAN ANTONIO TX | 108,877 | $1.6B | $516K |
| 6 | HMP ACQUISITION HOLDINGS LLC HMP COMMUNICATIONS HOLDINGS, LLC EMPLOYEE 401(K) PLAN | MALVERN PA | 299 | $23.1M | $371K |
| 7 | CALUMET ELECTRONICS CORPORATION CALUMET ELECTRONICS CORPORATION 401(K) PLAN | CALUMET MI | 264 | $8.5M | $248K |
| 8 | NOTIONS MARKETING CORPORATION NOTIONS MARKETING 401K PLAN | GRAND RAPIDS MI | 403 | $13.9M | $11K |
