Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Blended Research Core Equity R3 in their Schedule of Assets, totaling $5.3M 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 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $3.1M |
| 2 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $1.5M |
| 3 | PREMIER MEDICAL GROUP PREMIER MEDICAL GROUP PROFIT SHARING PLAN |
POUGHKEEPSIE NY |
| 86 |
| $26.4M |
| $359K |
| 4 | FREIJE ENGINEERED SOLUTIONS FREIJE ENGINEERED SOLUTIONS 401(K) PLAN. | INDIANAPOLIS IN | 187 | $7.0M | $215K |
| 5 | SERVIS ONE INC. DBA BSI FINANCIAL SERVICES, INC. SERVIS ONE INC 401(K) PROFIT SHARING PLAN | TITUSVILLE PA | 266 | $7.9M | $198K |
