Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mfs Moderate Allocation R4 in their Schedule of Assets, totaling $3.3M 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 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $2.4M |
| 2 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $493K |
| 3 | TWINSTAR CREDIT UNION |
OLYMPIA WA |
| 804 |
| $85.7M |
| $146K |
| 4 | EPILEPSY FOUNDATION OF AMERICA EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN | BOWIE MD | 79 | $7.9M | $112K |
| 5 | CPC, LLC CPC, LLC 401(K) PROFIT SHARING PLAN & TRUST | BETHEL CT | 355 | $6.0M | $25K |
| 6 | TETRA TECHNOLOGIES, INC. TETRA TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | THE WOODLANDS TX | 1,432 | $99.7M | $15K |
| 7 | VEROS SOFTWARE, INC. VEROS SOFTWARE, INC. 401(K) PLAN | SANTA ANA CA | 114 | $10.2M | $9K |
| 8 | GERSH ACADEMY, INC. & ALL CONTROL GROUP COMPANIES GERSH AUTISM 401(K) PLAN | HUNTINGTON NY | 374 | $2.1M | $8K |
