Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Massachusetts Financial Services in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAMBIUM LEARNING GROUP, INC. CAMBIUM LEARNING PROFIT SHARING RETIREMENT PLAN | DALLAS TX | 2,418 | $302.0M | $4.0M |
| 2 | SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN | RIDGELAND MS | 2,710 | $528.3M | $2.0M |
| 3 | EASTERN DERMATOLOGY & PATHOLOGY, PA |
GREENVILLE NC |
| 130 |
| $26.7M |
| $175K |
| 4 | POMERENE HOSPITAL POMERENE HOSPITAL 403(B) MATCH PLAN | MILLERSBURG OH | 389 | $14.4M | $122K |
| 5 | LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY 403(B) THRIFT PLAN OF LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY | LA JOLLA CA | 237 | $8.3M | $11K |
| 6 | OPTIMIST BOYS' HOME AND RANCH OPTIMIST BOYS HOME AND RANCH 401K PROFIT SHARING PLAN | LOS ANGELES CA | 290 | $15.4M | $11K |
| 7 | PATHPOINT 403(B) THRIFT PLAN FOR EMPLOYEES OF PATHPOINT | SANTA BARBARA CA | 453 | $20.9M | $166 |
