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 R6 Mutual fund in their Schedule of Assets, totaling $1.2M 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 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $656K |
| 2 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $356K |
| 3 | WESTERN RESERVE CARE SOLUTIONS |
CLEVELAND OH |
| 972 |
| $47.0M |
| $152K |
