Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Equity Income R6 in their Schedule of Assets, totaling $665K 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 | BONFIGLIOLI USA BONFIGLIOLI USA RETIREMENT PLAN | HEBRON KY | 153 | $11.9M | $461K |
| 2 | VAULT RISK MANAGEMENT SERVICES, LLC VAULT RISK MANAGEMENT 401(K) PLAN | ST. PETERSBURG FL | 223 | $15.9M | $72K |
| 3 | CHHJ FRANCHISING L.L.C. CHHJ FRANCHISING, L.L.C. 401(K) PLAN |
TAMPA FL |
| 172 |
| $5.1M |
| $64K |
| 4 | COMMERCIAL DESIGN SERVICES INC. COMMERCIAL DESIGN SERVICES INC. 401K PROFIT SHARING PLAN & TRUST | TAMPA FL | 130 | $10.6M | $57K |
| 5 | PREMIER COMMUNITY SUPPORTS LLC PREMIER COMMUNITY SUPPORTS LLC 401(K) PROFIT SHARING PLAN & TRUST | GRANTS PASS OR | 1,621 | $2.4M | $11K |