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MFS Utilities Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 437 retirement plans report an interest in this investment, totaling $28.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
437
Reported interest (EOY)
$28.5M
Data source
DOL Form 5500 · Schedule D
Plans holding MFS Utilities Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $1.6M |
| 2 | DONNELLY-BOLAND AND ASSOCIATES DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN | PITTSBURGH PA | 383 | $48.4M | $1.4M |
| 3 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $953K |
| 4 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $761K |
| 5 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $581K |
| 6 | MODEC INTERNATIONAL, INC. MODEC INTERNATIONAL, INC. 401(K) PLAN | HOUSTON TX | 280 | $128.9M | $545K |
| 7 | SCITEC, INC. SCITEC, INC. 401(K) RETIREMENT PLAN | PRINCETON NJ | 385 | $60.4M | $532K |
| 8 | EDUCATORS CREDIT UNION EDUCATORS CREDIT UNION 401(K) PLAN & TRUST | MT. PLEASANT WI | 440 | $71.3M | $528K |
| 9 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $488K |
| 10 | THE IMPACT PARTNERSHIP, LLC THE IMPACT PARTNERSHIP, LLC 401(K) PROFIT SHARING PLAN | KENNESAW GA | 110 | $5.9M | $442K |
See all 437 plans holding MFS Utilities Fund
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