MFS
MFS Moderate Allocation Fund R1
Ticker MAMFX · Mutual fund · Share class: Class R1Retail / 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
1
0 with $250K or more
Dollars held
$31K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$31K
Share of their fund dollars
1.1%
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
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Moderate Allocation Fund R1
The largest 10 plans in each list.
| Care Hawaii, Inc. 401(k) Retirement Savings Plan$3.4M plan · Care Hawaii, Inc., HI · Not identified | $31K |
Plans whose filed schedule lists MFS Moderate Allocation Fund R1.
How the filings spell it
No other spellings recorded.