Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Global Equity Mutual Fund NR in their Schedule of Assets, totaling $4.8M 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 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $4.5M |
| 2 | THE NORWOOD SCHOOL, INC. NORWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 125 | $44.2M | $309K |
