Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MODERATE ALLOCATION R6 Mutual Funds in their Schedule of Assets, totaling $9.7M 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 | BRONCO WINE COMPANY BRONCO WINE COMPANY 401(K) PROFIT SHARING PLAN | CERES CA | 636 | $109.5M | $5.2M |
| 2 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $4.5M |
