Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Intern Diversification R3 Mutual fund shares in their Schedule of Assets, totaling $6.9M 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 | EMPIRE MERCHANTS, LLC EMPIRE MERCHANTS, LLC 401(K) PLAN | BROOKLYN NY | 228 | $75.8M | $2.3M |
| 2 | EMPIRE MERCHANTS, LLC EMPIRE MERCHANTS, LLC 401(K) PLAN FOR UNION MEMBERS | BROOKLYN NY | 949 | $91.9M | $2.2M |
| 3 | BRESCOME BARTON, INC. BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION |
NORTH HAVEN CT |
| 117 |
| $24.0M |
| $1.5M |
| 4 | QUAKER EQUITIES, LTD. QUAKER EQUITIES, LTD. 401(K) PLAN | BROOKLYN NY | 284 | $40.6M | $989K |
