Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Global Real Estate Fund Class R6 in their Schedule of Assets, totaling $8.0M 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 MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $7.8M |
| 2 | RURAL COMM HOLDING CORP, INC. BEVCOMM SALARY SAVINGS PLAN | BLUE EARTH MN | 120 | $21.6M | $125K |
| 3 | QAS MANAGEMENT LLC QAS MANAGEMENT LLC 401(K) PSP & TRUST |
CHARLOTTE NC |
| 1,509 |
| $4.4M |
| $6K |
