Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS Moderate Allocation R4 Mutual fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | B & B MANUFACTURING CO., INC. B & B MANUFACTURING CO., INC. 401(K) PLAN | VALENCIA CA | 209 | $16.2M | $752K |
| 2 | C.N. BROWN COMPANY C.N. BROWN CO. 401(K) PLAN | SOUTH PARIS ME | 623 | $14.6M | $398K |
| 3 | MAINE EYE CENTER, P.A. MAINE EYE CENTER, P.A. PROFIT SHARING PLAN |
PORTLAND ME |
| 165 |
| $26.7M |
| $328K |
| 4 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $173K |
| 5 | DODGE CITY COOPERATIVE EXCHANGE DBA PRIDE AG RESOURCES PRIDE AG RESOURCES 401(K) PROFIT SHARING PLAN | DODGE CITY KS | 197 | $7.4M | $164K |
| 6 | SLICKDEALS, LLC SLICKDEALS, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 147 | $18.6M | $147K |
| 7 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $52K |
| 8 | CNM, LLP CNM 401(K) PLAN | WOODLAND HILLS CA | 173 | $23.0M | $16K |
| 9 | MWH, LLC SIMMS RESTAURANT GROUP 401(K) PLAN | EL SEGUNDO CA | 395 | $1.7M | $14K |
| 10 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $9K |
