MFS
MFS Conservative Allocation Fund A
Ticker MACFX · Mutual fund · Share class: Class ARetail / revenue sharing
Matched by tickerAll MFS (Sun Life) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
13
5 with $250K or more
Dollars held
$8.1M
69,849 of 69,862 plans with fund lines hold none
Median per plan
$218K
Share of their fund dollars
1.9%
Other share classes of this fund
137 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans that added or dropped it from 2024 to 2025
Added
1 plan
$1.7M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
2 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Galena Associates 401(k) Plan$5M-$50M | $1.7M |
Plans that moved out of it to another class or vehicle (2 plans)
| Plan | Year-end value |
|---|---|
| Profit Sharing Retirement Plan for Employees of Wgi, Inc.$5M-$50M Share class change | $436K to $57K |
| Argus Media Inc. and Subsidiaries 401(k) Retirement Savings Plan$5M-$50M Share class change | $156K to $265K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Conservative Allocation Fund A
The largest 10 plans in each list.
| Birmingham Fastener & Supply, Inc. 401(k) Plan$28.7M plan · Birmingham Fastener & Supply Inc, AL · Bank of America (Merrill) | $2.5M |
| Galena Associates 401(k) Plan$19.6M plan · Galena Associates, LLC, CT · Ascensus | $1.7M |
| Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust$41.4M plan · Kampgrounds of America, Inc, MT · Principal | $1.1M |
| North Hudson Community Action Corporation Tax Deferred Annuity$23.3M plan · North Hudson Community Action Corporation, NJ · Lincoln Financial | $908K |
| Celia Corporation 401(k) Plan$37.8M plan · Celia Corporation, MI · Empower | $861K |
| Swanson Health Products, Inc. 401(k) Profit Sharing Plan$32.2M plan · Swanson Health Products, Inc., ND · Charles Schwab | $228K |
| Rey Profit Sharing Plan and Trust$42.7M plan · Easter Unlimited , Inc., NY · Empower | $218K |
| TRC Worldwide Engineering 401(k) Plan$15.8M plan · TRC Worldwide Engineering, TN · ADP | $202K |
| Textile Rubber & Chemical Co., Inc. Employees' Profit Sharing 401(k) Plan$53.5M plan · Textile Rubber & Chemical Co., Inc., GA · Empower | $200K |
| Global Communities 401(k) Profit Sharing Plan$61.2M plan · Global Communities, MD · Empower | $104K |
Plans whose filed schedule lists MFS Conservative Allocation Fund A.
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How the filings spell it
Show 4 names seen in the filings
- Conservative Allocation Fund N/A
- MFS Conservative Allocation
- MFS Conservative Allocation - A
- MFS Conservative Allocation Fund