MFS Utilities Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 428 retirement plans report an interest in this investment, totaling $28.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
428
Reported interest (EOY)
$28.3M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 4 name variants: MFS Utilities Fund, MFS Utilities, MFS Utilities Class R3, MFS Utilities Funds. Counts combine all variants of the same investment.
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 428 plans holding MFS Utilities Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro