Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Global Equity R3 in their Schedule of Assets, totaling $2.0M 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 | HUDSON SCENIC STUDIO, INC. HUDSON SCENIC STUDIO, INC. TPU LOCAL #1 SAVINGS PLAN | YONKERS NY | 148 | $22.5M | $1.3M |
| 2 | UTAH YOUTH VILLAGE, INC. UTAH YOUTH VILLAGE, INC. PROFIT SHARING PLAN | SALT LAKE CITY UT | 120 | $13.6M | $311K |
| 3 | IRADIMED CORPORATION |
ORLANDO FL |
| 153 |
| $14.9M |
| $230K |
| 4 | SCREEN ENGINE/ASI LLC SCREEN ENGINE/ASI LLC. 401K PROFIT SHARING PLAN AND TRUST | VALLEY VILLAGE CA | 279 | $14.2M | $78K |
| 5 | INTERVIEWSTREET INC, DBA HACKERR INTERVIEWSTREET INC, DBA HACKERR | CUPERTINO CA | 91 | $10.2M | $44K |
| 6 | DEIMLING/JELIHO PLASTICS, INC. DEIMLING/JELIHO PLASTICS, INC. 401K PROFIT SHARING PLAN | AMELIA OH | 92 | $4.6M | $28K |