Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS Core Equity R6 in their Schedule of Assets, totaling $8.1M 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 | VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE OF JUSTICE TAX SHELTERED ANNUITY PLAN | BROOKLYN NY | 248 | $20.5M | $1.9M |
| 2 | CENTRAL ONE FEDERAL CREDIT UNION CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | SHREWSBURY MA | 133 | $20.8M | $1.4M |
| 3 | AZTEC ENGINEERING GROUP, INC. |
PHOENIX AZ |
| 188 |
| $25.1M |
| $945K |
| 4 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $889K |
| 5 | AMERICAN FLORIST SUPPLY, INC. AMERICAN FLORIST SUPPLY, INC. 401(K) PROFIT SHARING PLAN & TRU | WILMINGTON MA | 184 | $8.6M | $644K |
| 6 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $622K |
| 7 | VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE PENSION PLAN | BROOKLYN NY | 88 | $7.2M | $457K |
| 8 | SMS HOLDINGS CORP. SMS HOLDINGS CORP. 401(K) SAVINGS PLAN | NASHVILLE TN | 4,006 | $8.6M | $452K |
| 9 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $267K |
| 10 | C&B PIPING, LLC C&B PIPING, LLC 401(K) PLAN | LEEDS AL | 201 | $4.2M | $155K |
