Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS International Diversification r4 Mutual fund in their Schedule of Assets, totaling $27.9M 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 | DIAMOND OFFSHORE MANAGEMENT COMPANY DIAMOND OFFSHORE 401(K) PLAN | HOUSTON TX | 948 | $377.4M | $18.4M |
| 2 | JELD-WEN HOLDING, INC. JELD-WEN 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 8,820 | $517.6M | $7.5M |
| 3 | JOHNSON, KENDALL & JOHNSON, INC. JKJ SAVINGS PLAN |
NEWTOWN PA |
| 129 |
| $28.9M |
| $1.1M |
| 4 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN | STAFFORD TX | 107 | $33.0M | $637K |
| 5 | ATLAS SIGNS HOLDINGS, INC. ATLAS SIGN INDUSTRIES 401(K) PLAN | RIVIERA BEACH FL | 264 | $4.9M | $90K |
| 6 | CRIMSON WINE GROUP, LTD. CRIMSON WINE GROUP 401(K) PROFIT SHARING PLAN | NAPA CA | 199 | $16.3M | $82K |
| 7 | S. J. LOUIS CONSTRUCTION, INC S.J. LOUIS CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | COLD SPRING MN | 392 | $13.9M | $72K |