Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Core Equity " in their Schedule of Assets, totaling $690K 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 | COGENCY GLOBAL, INC. COGENCY GLOBAL, INC. 401(K) PLAN | NEW YORK NY | 400 | $48.2M | $431K |
| 2 | JONES-HAMILTON CO. JONES-HAMILTON CO. 401(K) PLAN | MAUMEE OH | 126 | $7.3M | $258K |
