Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $8.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: MFS Intl Diversification Fund, MFS Intl Diversification, MFS Intl Diversification FD A, MFS Intl Diversification FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN PA | 128 | $12.6M | $1.1M |
| 2 | AMERICAN LANDSCAPING PARTNERS, LLC AMERICAN LANDSCAPING PARTNERS 401(K) PLAN | BRENTWOOD TN | 624 | $20.5M | $1.1M |
| 3 | BOARD OF TRUSTEES, WESTERN REGION N WESTERN REGION NECA 401(K) PLAN | SPOKANE WA | 435 | $55.4M | $1.0M |
| 4 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN | WHITE PLAINS NY | 198 | $13.4M | $800K |
| 5 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $727K |
| 6 | ROI DNA INC ROI DNA INC 401(K) PLAN | SAN FRANCISCO CA | 51 | $4.2M | $643K |
| 7 | TRUE NORTH HUMAN CAPITAL, LLC TRUE NORTH HUMAN CAPITAL RETIREMENT SAVINGS PLAN | LAKE SUCCESS NY | 638 | $26.4M | $590K |
| 8 | WALTHALL OIL COMPANY WALTHALL OIL COMPANY 401K PROFIT SHARING PLAN | MACON GA | 142 | $8.2M | $417K |
| 9 | LRS ARCHITECTS, INC. LRS ARCHITECTS EMPLOYEE SAVINGS PLAN | PORTLAND OR | 107 | $19.3M | $259K |
| 10 | VOLATO, INC. VOLATO INC. 401(K) PLAN | CHAMBLEE GA | 22 | $6.1M | $235K |
