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 R6 in their Schedule of Assets, totaling $1.5M 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 | CLARK ATLANTA UNIVERSITY CLARK ATLANTA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 685 | $120.2M | $865K |
| 2 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $447K |
| 3 | THE ALFRED & ADELE DAVIS ACADEMY |
ATLANTA GA |
| 95 |
| $18.9M |
| $112K |
| 4 | FCA, LLC FCA, LLC 401(K) SAVINGS PLAN | MOLINE IL | 726 | $21.3M | $52K |
