Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Income Fund in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRAMER & ASSOCIATES, INC. CRAMER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GRIMES IA | 110 | $32.0M | $1.2M |
| 2 | BAYVIEW SERVICES, INC. BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN | OAKLAND CA | 151 | $28.0M | $1.0M |
