Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Moderate Allocation R4 Fund Mutual fund in their Schedule of Assets, totaling $189K 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 | AFS, LLC AFS, LLC 401(K) PLAN | SHREVEPORT LA | 262 | $17.7M | $124K |
| 2 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $65K |
