Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Mfs International Diversification R3 Mutual funds in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BROADSTREET PARTNERS, INC. BROADSTREET 401(K) PLAN | COLUMBUS OH | 5,101 | $513.6M | $4.4M |
| 2 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE WI | 1,804 | $8.8M | $618K |
| 3 | SCHENCK USA CORP. SCHENCK USA SAVINGS AND INVESTMENT PLAN |
DEER PARK NY |
| 153 |
| $39.0M |
| $341K |
| 4 | ADVANCED CONVERSION TECHNOLOGY, INC ADVANCED CONVERSION TECHNOLOGY, INC. PROFIT SHARING PLAN | MIDDLETOWN PA | 124 | $15.3M | $276K |
| 5 | HIFFMAN SHAFFER ASSOCIATES, INC. NAI HIFFMAN 401K PLAN | OAKBROOK TERRACE IL | 198 | $11.8M | $36K |
| 6 | PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANA PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANA RETIREMENT PLAN TRUST | SAN JUAN PR | 364 | $4.8M | $35K |
