Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS BLNDRSCHMC EQR6 in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTPAK, INC. WESTPAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN JOSE CA | 93 | $13.7M | $715K |
| 2 | KIAWAH RESORT ASSOCIATES, L.P. KIAWAH RESORT ASSOCIATES, L.P. 401(K) PROFIT SHARING PLAN | KIAWAH ISLAND SC | 340 | $17.3M | $523K |
| 3 | BESTWAY ENTERPRISES, INC. |
CORTLAND NY |
| 112 |
| $5.8M |
| $238K |
| 4 | PALMETTO BLUFF INVESTMENTS LLC PALMETTO BLUFF INVESTMENT LLC 401(K) RETIREMENT PLAN | BLUFFTON SC | 364 | $6.1M | $119K |
| 5 | ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN | OKLAHOMA CITY OK | 82 | $5.9M | $9K |
