Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Blended Research Small Cap Equity Fund in their Schedule of Assets, totaling $122K 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 | SOVITA CREDIT UNION SOVITA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | FLINT MI | 50 | $14.1M | $109K |
| 2 | CLASSICAL CONVERSATIONS, INC. CC ENGAGE 401(K) PLAN | SOUTHERN PINES NC | 254 | $6.8M | $7K |
| 3 | SHAMROCK ENVIRONMENTAL CORPORATION SHAMROCK ENVIRONMENTAL CORPORATION RETIREMENT PLAN |
BROWNS SUMMIT NC |
| 292 |
| $10.3M |
| $7K |
