Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Institutional International Equity Fund Mutual fund in their Schedule of Assets, totaling $38.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURTISS WRIGHT CORPORATION CURTISS WRIGHT CORPORATION SAVINGS & INVESTMENT PLAN | PARSIPPANY NJ | 5,322 | $1.1B | $25.5M |
| 2 | EP ENERGY GLOBAL, LLC EP ENERGY 401(K) RETIREMENT PLAN | HOUSTON TX | 92 | $79.4M | $3.3M |
| 3 | VERDUN MANAGEMENT CO LLC VERDUN 401(K) RETIREMENT PLAN |
HOUSTON TX |
| 223 |
| $89.6M |
| $2.8M |
| 4 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $2.3M |
| 5 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN | WOOSTER OH | 287 | $62.0M | $1.6M |
| 6 | INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO IA | 305 | $38.1M | $1.2M |
| 7 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $732K |
| 8 | M. S. WALKER, INC. M.S. WALKER RETIREMENT TRUST | NORWOOD MA | 549 | $62.1M | $709K |
| 9 | PRO COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | POCAHONTAS IA | 180 | $16.1M | $535K |
