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 R6 Registered Investment Company in their Schedule of Assets, totaling $3.9M 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 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $3.7M |
| 2 | HAYNIE & COMPANY HAYNIE & CO. 401(K) PLAN | WEST VALLEY UT | 364 | $24.8M | $121K |
| 3 | MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES |
NEW YORK NY |
| 120 |
| $44.1M |
| $69K |
