Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Heritage Trust Company Collective Investment Trust in their Schedule of Assets, totaling $28.1M 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 | WINDSTREAM SERVICES, LLC WINDSTREAM PENSION PLAN | LITTLE ROCK AR | 1,298 | $437.9M | $28.1M |
