Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3,140 U.S. retirement plans report holding a MFS fund in their Schedule of Assets, totaling $7.2B 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 | SYNOPSYS, INC. SYNOPSYS 401(K) PLAN |
SUNNYVALE CA |
| 4,114 |
| $2.7B |
| $83.4M |
| 4 | THE HANOVER INSURANCE COMPANY THE HANOVER INSURANCE GROUP RETIREMENT SAVINGS PLAN | WORCESTER MA | 4,930 | $1.3B | $67.1M |
| 5 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $66.9M |
| 6 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $60.0M |
| 7 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 5,756 | $692.6M | $55.0M |
| 8 | CROWN EQUIPMENT CORPORATION CROWN EQUIPMENT CORPORATION 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NEW BREMEN OH | 13,821 | $1.3B | $49.6M |
| 9 | SULZER US HOLDING INC. SULZER EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,435 | $547.0M | $48.4M |
| 10 | PARSONS CORPORATION PARSONS CORPORATION RETIREMENT SAVINGS PLAN | CHANTILLY VA | 10,546 | $2.3B | $46.6M |
