Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Core Equity Fund Class R6 Mutual fund in their Schedule of Assets, totaling $2.9M 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 | CONSIGLI CONSTRUCTION CO., INC. CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST | MILFORD MA | 1,808 | $225.1M | $2.2M |
| 2 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $664K |