Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFO MFS HERITAGE TR CO COLLECTIVE INVT TR INTL EQUITY FD CL 7 in their Schedule of Assets, totaling $127.3M 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 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $76.6M |
| 2 | THE COCA-COLA COMPANY THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) | ATLANTA GA | — | $3.8B | $16.9M |
| 3 | THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS |
ATLANTA GA |
| — |
| $106.2M |
| $16.9M |
| 4 | THE COCA-COLA COMPANY THE COCA-COLA COMPANY 401K PLAN | ATLANTA GA | 7,812 | $3.8B | $16.8M |
