Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS International Diversif R3 in their Schedule of Assets, totaling $11.2M 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 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $8.5M |
| 2 | THE AMERICAN MUSICAL AND DRAMATIC ACADEMY THE AMERICAN MUSICAL AND DRAMATIC ACADEMY 403(B) PLAN | NEW YORK NY | 550 | $18.3M | $2.5M |
| 3 | THE NEW HAMPTON SCHOOL |
NEW HAMPTON NH |
| 156 |
| $21.7M |
| $147K |
