Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS International Diversification Fund Class R3 Mutual funds in their Schedule of Assets, totaling $1.2M 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 | OGDEN CAP PROPERTIES, LLC OGDEN CAP PROPERTIES, LLC 401(K) PLAN | NEW YORK NY | 223 | $35.8M | $524K |
| 2 | DIGITAL TURBINE INC. DIGITAL TURBINE INC. 401(K) PLAN | DURHAM NC | 304 | $55.4M | $488K |
| 3 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN |
IRVINE CA |
| 115 |
| $20.1M |
| $212K |