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 Registered investment company in their Schedule of Assets, totaling $21.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZACHRY HOLDINGS, INC. ZHI 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 13,422 | $1.0B | $20.7M |
| 2 | PEER FOODS GROUP, INC. PEER FOODS GROUP, INC. PROFIT SHARING AND 401(K) PLAN | CHICAGO IL | 756 | $15.9M | $372K |
| 3 | IGUS BEARINGS, INC. IGUS BEARINGS, INC. 401(K) PLAN |
EAST PROVIDENCE RI |
| 505 |
| $34.5M |
| $89K |