Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Heritage Trust Company in their Schedule of Assets, totaling $45.0M 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 | AVERITT EXPRESS, INC. AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN | COOKEVILLE TN | 8,187 | $775.2M | $43.4M |
| 2 | CONNECT HOLDING II, LLC BRIGHTSPEED 401(K) SAVINGS PLAN | CHARLOTTE NC | 4,119 | $351.5M | $1.4M |
| 3 | NATIONAL LIFE INSURANCE COMPANY NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN |
MONTPELIER VT |
| 733 |
| $65.7M |
| $284K |
