Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mfs International Diversification Fund Class R4 Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | AVIDEX INDUSTRIES, LLC AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN | CARY NC | 484 | $58.2M | $1.4M |
| 2 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION | METAIRIE LA | 253 | $13.0M | $444K |
| 3 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST |
PALO ALTO CA |
| 440 |
| $44.8M |
| $160K |
| 4 | GO WIRELINE LLC GO WIRELINE LLC 401(K) PROFIT SHARING PLAN | WILLISTON ND | 247 | $15.4M | $157K |
| 5 | FIRST NATIONAL BANK OF SCOTIA FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN | SCOTIA NY | 162 | $14.2M | $109K |
| 6 | G. LOPES CONSTRUCTION INC. G. LOPES CONSTRUCTION INC. 401(K) PLAN | TAUNTON MA | 198 | $16.1M | $50K |
| 7 | ALPHAUSA HOLDINGS INC. ALPHAUSA HOLDINGS 401(K) RETIREMENT PLAN | WILSONVILLE OR | 238 | $5.7M | $46K |
| 8 | EPEC, LLC EPEC, LLC 401(K) PLAN | NEW BEDFORD MA | 161 | $10.3M | $13K |
