Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Moderate Allocation R3 Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | NOVA VENTURES GROUP CORP. NOVA 401(K) PLAN | WAKEFIELD MA | 131 | $21.2M | $2.6M |
| 2 | IDEALAB IDEALAB 401(K) PLAN | PASADENA CA | 24 | $16.7M | $1.5M |
| 3 | BLACK GOLD POTATO SALES, INC. BLACK GOLD POTATO SALES, INC. 401(K) PROFIT SHARING PLAN |
| 684 |
| $13.6M |
| $768K |
| 4 | DCOR, LLC DCOR LLC 401K PLAN | OXNARD CA | 341 | $44.6M | $385K |
