Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Moderate Allocation R4 MFS 0 in their Schedule of Assets, totaling $15.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOHMILLER AND COMPANY LOHMILLER & COMPANY 401K PLAN | DENVER CO | 202 | $25.0M | $6.2M |
| 2 | ALTITUDE ENERGY PARTNERS ALTITUDE ENERGY PARTNERS 401(K) PLAN | CASPER WY | 134 | $4.4M | $2.3M |
| 3 | COX ENGINEERING COMPANY COX ENGINEERING COMPANY 401(K) PLAN AND TRUST |
RANDOLPH MA |
| 126 |
| $29.0M |
| $2.2M |
| 4 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN | NEW YORK NY | 200 | $13.5M | $1.8M |
| 5 | CHRISTY SPORTS, LLC CHRISTY SPORTS LLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 407 | $18.9M | $1.2M |
| 6 | CHT USA INC. CHT USA 401(K) PROFIT SHARING PLAN | CASSOPOLIS MI | 136 | $8.8M | $900K |
| 7 | EMILY'S LIST EMILY'S LIST 401(K) RETIREMENT PLAN | WASHINGTON DC | 111 | $15.5M | $900K |
| 8 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN PA | 136 | $13.9M | $202K |
| 9 | UNIVERSITY OF ADVANCING COMPUTER TECHNOLOGY UNIVERSITY OF ADVANCING COMPUTER TECH 401(K) | TEMPE AZ | 92 | $7.0M | $2K |
