Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4,372 U.S. retirement plans report holding a MFS fund in their Schedule of Assets, totaling $9.9B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | MFS position |
|---|---|---|---|---|---|
| 1 | KPMG LLP KPMG 401(K) CAPITAL ACCUMULATION PLAN | MONTVALE NJ | 36,163 | $10.5B | $520.4M |
| 2 | SOUTHCOAST HOSPITALS GROUP, INC. SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN | NEW BEDFORD MA | 8,109 | $1.1B | $187.0M |
| 3 | LAM RESEARCH CORPORATION SAVINGS PLUS PLAN, LAM RESEARCH 401(K) |
FREMONT CA |
| 8,132 |
| $2.8B |
| $97.5M |
| 4 | SYNOPSYS, INC. SYNOPSYS 401(K) PLAN | SUNNYVALE CA | 4,114 | $2.7B | $83.4M |
| 5 | BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLAN WESTERN METAL INDUSTRY PENSION PLAN | SEATTLE WA | 1,637 | $1.0B | $80.8M |
| 6 | KEMPER CORPORATION KEMPER CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 7,115 | $887.5M | $68.7M |
| 7 | THE HANOVER INSURANCE COMPANY THE HANOVER INSURANCE GROUP RETIREMENT SAVINGS PLAN | WORCESTER MA | 4,930 | $1.3B | $67.1M |
| 8 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $66.9M |
| 9 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $60.0M |
| 10 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $57.5M |
