Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Moderate Allocation Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $2.3M |
| 2 | PCF INSURANCE SERVICES OF THE WEST, LLC PCF 401(K) PLAN | LINDON UT | 2,693 | $109.1M | $874K |
| 3 | COUNTRY HOME MANAGEMENT, INC. COUNTRY HOME SAVINGS PLAN |
BOERNE TX |
| 295 |
| $2.8M |
| $491K |
| 4 | JOINN BIOLOGICS US INC JOINN BIOLOGICS US INC 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND CA | 70 | $4.4M | $10K |
