Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Massachusetts Financial Services MFS Diversified Income R4 in their Schedule of Assets, totaling $600K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAZZONI CENTER MAZZONI CENTER 403(B) PLAN | PHILADELPHIA PA | 137 | $5.7M | $600K |
