Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mfs Global Equity Fund Class R3 Mutual Fund in their Schedule of Assets, totaling $700K 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 | NEWTEKONE, INC. NEWTEKONE, INC. 401K PLAN | LAKE SUCCESS NY | 596 | $41.6M | $639K |
| 2 | THE PORTER AND CHESTER INSTITUTE, INC. THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND | ROCKY HILL CT | 332 | $14.5M | $60K |
