Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Moderate Allocation R3 MFS 0 in their Schedule of Assets, totaling $2.1M 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 | KENNETH S. NUGENT KENNETH S. NUGENT 401(K) PLAN | DULUTH GA | 189 | $22.4M | $2.1M |
| 2 | HEARTS FOR HEARING FOUNDATION HEARTS FOR HEARING FOUNDATION 401(K) | OKLAHOMA CITY OK | 145 | $4.2M | $12K |
| 3 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN |
PITTSBURGH PA |
| 164 |
| $24.6M |
| $5K |
