Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Funds in their Schedule of Assets, totaling $13.2M 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 | NORTHEAST GROCERY, INC. TOPS MARKETS, LLC 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,646 | $183.4M | $6.8M |
| 2 | HILL INTERNATIONAL, INC. HILL INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS | PHILADELPHIA PA | 918 | $120.2M | $4.4M |
| 3 | TOPS MARKETS, LLC |
BUFFALO NY |
| 854 |
| $59.8M |
| $1.4M |
| 4 | ORA, LLC ORA, LLC 401(K) PLAN | ANDOVER MA | 398 | $26.2M | $458K |
| 5 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $77K |
| 6 | CENTURY LLC CENTURY LLC PROFIT SHARING 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 251 | $15.9M | $48K |
