Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS: Global Real Estate Fund in their Schedule of Assets, totaling $28.9M 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 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $27.7M |
| 2 | KSL/MS MANAGEMENT, LLC KSL RESORTS 401(K) PLAN | LA QUINTA CA | 47 | $11.5M | $300K |
| 3 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN |
HOUSTON TX |
| 1,644 |
| $274.6M |
| $261K |
| 4 | MISSOURI VALLEY COLLEGE MISSOURI VALLEY COLLEGE 403(B) DC PLAN | MARSHALL MO | 344 | $16.9M | $220K |
| 5 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY 401(K) PLAN | DENVER CO | 73 | $12.7M | $217K |
| 6 | SAC HEALTH SYSTEM SACHS RETIREMENT SAVINGS PLAN | SAN BERNARDINO CA | 691 | $25.1M | $168K |
| 7 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY - WEST 401(K) PLAN | DENVER CO | 1,112 | $15.5M | $22K |
| 8 | ALLIANCE RV, LLC ALLIANCE RV 401(K) AND PROFIT SHARING PLAN | ELKHART IN | 564 | $5.5M | $15K |
| 9 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY -EAST 401(K) PLAN | DENVER CO | 904 | $7.6M | $11K |
| 10 | PENTEGRA SERVICES, INC THE BALDWIN GROUP PEP | WHITE PLAINS NY | 2,400 | $5.5M | $6K |
