Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS International Diversification R3 Mutual fund N/A in their Schedule of Assets, totaling $3.5M 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 | EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD WI | 489 | $50.1M | $2.7M |
| 2 | CITY VIEW ELECTRIC, INC. CITY VIEW ELECTRIC, INC. 401(K) PLAN | COLUMBUS MN | 114 | $23.0M | $720K |
| 3 | EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN |
GREENFIELD WI |
| 76 |
| $4.4M |
| $162K |
