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 in their Schedule of Assets, totaling $6.6M 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 | STEEL EQUIPMENT SPECIALISTS, LLC STEEL EQUIPMENT SPECIALISTS, LLC 401(K) PLAN | ALLIANCE OH | 210 | $34.7M | $6.6M |
| 2 | SHENANDOAH VALLEY ORGANIC, LLC SHENANDOAH VALLEY ORGANIC, LLC EMPLOYEE SAVINGS PLAN | HARRISONBURG VA | 1,271 | $2.8M | $22K |
