Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Moderate Allocation R3 Mutual Funds in their Schedule of Assets, totaling $1.3M 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 | FIRST NATIONAL BANKERS BANKSHARES, INC. FIRST NATIONAL BANKERS BANKSHARES, INC. 401(K) PLAN | RIDGELAND MS | 163 | $36.5M | $996K |
| 2 | ACTION ENVIRONMENTAL GROUP, INC. INTERSTATE WASTE SERVICES 401(K) PLAN | TEANECK NJ | 1,423 | $35.5M | $349K |
