Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mfs Moderate Allocation R6 Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $3.6M |
| 2 | KBS, INC. KBS, INC. PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 108 | $31.1M | $932K |
| 3 | WEST MICHIGAN DERMATOLOGY WEST MICHIGAN DERMATOLOGY RETIREMENT SAVINGS PLAN |
GRANDVILLE MI |
| 121 |
| $13.5M |
| $79K |
| 4 | CORLISS MANAGEMENT GROUP, LLC CORLISS MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 39 | $3.2M | $3K |
