MFS
MFS Moderate Allocation Fund A
Ticker MAMAX · 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
10
9 with $250K or more
Dollars held
$8.9M
69,852 of 69,862 plans with fund lines hold none
Median per plan
$456K
Share of their fund dollars
2.8%
Other share classes of this fund
127 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
$251K at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
3 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 | $251K |
Plans that moved out of it to another class or vehicle (3 plans)
| Plan | Year-end value |
|---|---|
| Distribution Alternatives Retirement Savings Plan$5M-$50M Share class change | $3.3M to $3.7M |
| Argus Media Inc. and Subsidiaries 401(k) Retirement Savings Plan$5M-$50M Share class change | $366K to $3K |
| Peerless Transport 401(k) Plan$5M-$50M Share class change | $282K to $295K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Moderate 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) | $2.9M |
| Ruffin Holdings 401(k) Plan$38.2M plan · Treasure Island, LLC, NV · Bank of America (Merrill) | $2.8M |
| Celia Corporation 401(k) Plan$37.8M plan · Celia Corporation, MI · Empower | $1.1M |
| Airx Climate Solutions, Inc. 401(k) Plan$31.7M plan · Airx Climate Solutions, Inc., OK · Empower | $469K |
| The Heritage Foundation 403(b) Plan$39.4M plan · The Heritage Foundation, DC · Sentinel Benefits Group | $456K |
| Global Communities 401(k) Profit Sharing Plan$61.2M plan · Global Communities, MD · Empower | $351K |
| Rey Profit Sharing Plan and Trust$42.7M plan · Easter Unlimited , Inc., NY · Empower | $278K |
| Monteleone Interests Profit Sharing and 401(k) Plan and Trust$19.4M plan · New Hotel Monteleone, L.L.C., LA · Empower | $258K |
| Galena Associates 401(k) Plan$19.6M plan · Galena Associates, LLC, CT · Ascensus | $251K |
| 403(b) Thrift Plan for Employees of Community Care Alliance$26.2M plan · Community Care Alliance, RI · Nationwide | $135K |
Plans whose filed schedule lists MFS Moderate Allocation Fund A.
How the filings spell it
Show 3 names seen in the filings
- MFS Moderate Allocation
- MFS Moderate Allocation - A
- MFS Moderate Allocation Fund