Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS International Diversification Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.5M 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 | IVANTI, INC. IVANTI INC. 401(K) PLAN | SOUTH JORDAN UT | 930 | $216.4M | $1.4M |
| 2 | ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C. ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN | ROCHESTER NY | 114 | $13.4M | $574K |
| 3 | KENDRICK, INC. KENDRICK, INC. 401(K) PLAN |
EDGEWOOD IA |
| 145 |
| $2.8M |
| $336K |
| 4 | LUCID SOFTWARE INC. LUCID SOFTWARE INC. 401(K) PLAN | SOUTH JORDAN UT | 927 | $88.4M | $176K |
| 5 | INTERSTATE ENGINEERING, INC. INTERSTATE ENGINEERING, INC. 401K PROFIT SHARING PLAN | JAMESTOWN ND | 175 | $22.6M | $4K |