Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mfs International Diversification Fund Class Mutual Fund in their Schedule of Assets, totaling $12.1M 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 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $8.7M |
| 2 | BOSTON HEALTHCARE FOR HOMELESS BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN | BOSTON MA | 432 | $22.0M | $3.0M |
| 3 | ALLIANCE INSPECTION MANAGEMENT, LLC ALLIANCE INSPECTION MANAGEMENT, LLC 401(K) PLAN |
LONG BEACH CA |
| 896 |
| $29.1M |
| $373K |
| 4 | INGRAM & CO., INC. INGRAM & CO., INC. 401K PLAN | TEMPE AZ | 131 | $12.5M | $7K |