MFS Heritage Trust Company (EIN 57-1187281) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 26 filings report $27.2B in assets.
57-1187281 is the Employer Identification Number (EIN) MFS Heritage Trust Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| MFS Heritage Trust Company Collective Investment Trust - MFS International Growth Fund II |
| 010 |
| 0 |
| $2.4B |
| MFS Heritage Trust Company Collective Investment Trust - MFS Mid Cap Value Fund | 024 | 0 | $1.9B |
| MFS Heritage Trust Company Collective Investment Trust - MFS Mid Cap Growth Fund | 022 | 0 | $1.8B |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Intrinsic Value Fund | 005 | 0 | $560.4M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Emerging Markets Equity Fund I | 021 | 0 | $343.1M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Global Growth Fund | 016 | 0 | $301.9M |
| MFS Heritage Trust Company Collective Investment Trust - MFS LOW Volatility Global Equity Fund | 017 | 0 | $236.2M |
| MFS Heritage Trust Collective Investment Trust - MFS Blended Research US Core Equity Fund I | 028 | 0 | $174.8M |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Diversification Fund | 025 | 0 | $147.7M |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Research Equity Fund | 007 | 0 | $129.9M |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Small-Mid Cap Equity Fund | 012 | 0 | $116.9M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Global Value Fund | 014 | 0 | $106.4M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Investors Trust Fund | 023 | 0 | $93.0M |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Concentrated Equity Fund | 009 | 0 | $89.8M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Global Equity Fund | 008 | 0 | $78.6M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Global Aggregate Opportunistic Fund | 019 | 0 | $76.8M |
| MFS Heritage Trust Company Collective Investment Trust - MFS U.S. REIT Fund | 020 | 0 | $54.9M |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Growth EX-Emerging Markets Fund | 002 | 0 | $50.5M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Intrinsic Value Fund | 027 | 0 | $40.0M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Emerging Markets DEBT Fund | 004 | 0 | $39.4M |
| MFS Heritage Trust Company Collective Investment Trust - MFS Blended Research Large Cap Growth Fund | 018 | 0 | $38.5M |
| MFS Heritage Trust Company Collective Investment Trust - MFS International Large Cap Value Fund | 026 | 0 | $22.2M |
