Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Emerging Markets Debt A Registered Investment Company in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH EAST MEDICAL SERVICES NORTH EAST MEDICAL SERVICES PROFIT SHARING 401(K) PLAN | DALY CITY CA | 1,096 | $175.0M | $951K |
| 2 | PHYNET DERMATOLOGY, LLC PHYNET DERMATOLOGY, LLC 401(K) PLAN | FRANKLIN TN | 1,446 | $54.6M | $301K |
| 3 | JBR, INC. JBR, INC. 401(K) PLAN |
LINCOLN CA |
| 308 |
| $18.6M |
| $1K |
