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 Mutual fund in their Schedule of Assets, totaling $573K 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 | ERNEST HEALTH, INC. ERNEST HEALTH INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 5,404 | $123.3M | $463K |
| 2 | PETER-DEFRIES CORPORATION DIONS 401(K) PLAN | ALBUQUERQUE NM | 461 | $19.5M | $53K |
| 3 | BELLEVUE CHRISTIAN SCHOOL BELLEVUE CHRISTIAN SCHOOL 403(B) PLAN |
CLYDE HILL WA |
| 256 |
| $9.3M |
| $50K |
| 4 | REVOLUTION SUSTAINABLE SOLUTIONS LLC REVOLUTION 401(K) PLAN | LITTLE ROCK AR | 1,349 | $28.8M | $7K |
