Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Global Real Estate Fund Class R6 in their Schedule of Assets, totaling $9.6M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $7.8M |
| 2 | WALKER & DUNLOP, LLC WALKER & DUNLOP, LLC RETIREMENT SAVINGS PLAN | BETHESDA MD | 1,366 | $260.4M | $1.6M |
| 3 | RURAL COMM HOLDING CORP, INC. BEVCOMM SALARY SAVINGS PLAN |
BLUE EARTH MN |
| 120 |
| $21.6M |
| $125K |
| 4 | QAS MANAGEMENT LLC QAS MANAGEMENT LLC 401(K) PSP & TRUST | CHARLOTTE NC | 1,509 | $4.4M | $6K |