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 R3 Mutual fund in their Schedule of Assets, totaling $30.0M 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 | TRANSCANADA USA SERVICES INC. TRANSCANADA 401(K) AND SAVINGS PLAN | — | 3,146 | $1.1B | $27.0M |
| 2 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $3.0M |
| 3 | KINDNESS GENERAL CONTRACTORS, LLC KGC, LLC 401K PLAN |
CYPRESS CA |
| 117 |
| $12.6M |
| $24K |