Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mfs Global Real Estate R6 Shares of Registered Investment Companies in their Schedule of Assets, totaling $148K 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 | CALVETTI FERGUSON, LLC CALVETTI FERGUSON 401(K) PROFIT SHARING PLAN | HOUSTON TX | 151 | $13.2M | $78K |
| 2 | SUPERIOR TIRE SERVICE INC SUPERIOR TIRE SERVICE INC 401(K) PROFIT SHARING PLAN AND TRUST | SALEM OR | 141 | $7.1M | $71K |