Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS International Diversification R4 - in their Schedule of Assets, totaling $42.1M 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 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $21.9M |
| 2 | SAINT PETER'S UNIVERSITY 401K RETIREMENT PLAN FOR SAINT PETER'S UNIVERSITY AND SAINT PETER'S PREPARATORY SCHOOL | JERSEY CITY NJ | 506 | $67.8M | $4.4M |
| 3 | EXCEL ENGINEERING, INC. |
FOND DU LAC WI |
| 327 |
| $80.5M |
| $3.1M |
| 4 | ELECTRICIANS ANNUITY FUND IBEW LOCAL 456 ELECTRICIANS ANNUITY PLAN - IBEW LOCAL 456 | WEST TRENTON NJ | 1,433 | $355.8M | $2.8M |
| 5 | WS AUDIOLOGY USA, INC. SIVANTOS PENSION PLAN | ISELIN NJ | 25 | $29.1M | $2.4M |
| 6 | NAN YA PLASTICS CORPORATION, AMERICA NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES PENSION PLAN | LIVINGSTON NJ | 893 | $31.8M | $1.9M |
| 7 | HAWAII EMPLOYERS' MUTUAL INSURANCE COMPANY AKA HEMIC HEMIC 401(K) RETIREMENT PLAN | HONOLULU HI | 118 | $22.1M | $1.7M |
| 8 | HENRY VISCARDI SCHOOL HENRY VISCARDI SCHOOL DEFINED CONTRIBUTION PLAN | ALBERTSON NY | 167 | $54.3M | $1.2M |
| 9 | AMERICAN BROADBAND HOLDING COMPANY AMERICAN BROADBAND 401(K) PLAN | OVERLAND PARK KS | 212 | $33.6M | $878K |
| 10 | KEY TRONIC CORPORATION KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN | SPOKANE VALLEY WA | 1,055 | $49.7M | $799K |
