Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding MFS International Diversification --- in their Schedule of Assets, totaling $60.6M 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 | JELD-WEN, INC. JELD-WEN, INC. RESTATED PENSION PLAN | CHARLOTTE NC | 679 | $262.4M | $10.6M |
| 2 | INCYTE CORPORATION INCYTE CORPORATION 401(K) PLAN | WILMINGTON DE | 1,903 | $513.0M | $8.6M |
| 3 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN |
ALLENTOWN PA |
| 17,066 |
| $423.0M |
| $5.7M |
| 4 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $4.9M |
| 5 | WIDEOPENWEST FINANCE, LLC WIDEOPENWEST 401(K) PLAN | ENGLEWOOD CO | 1,563 | $139.8M | $4.0M |
| 6 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $3.8M |
| 7 | BOARDMAN & CLARK LLP RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP | MADISON WI | 106 | $71.3M | $3.6M |
| 8 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $3.3M |
| 9 | HYDRO ALUMINUM METALS USA,LLC HYDRO ALUMINUM METALS USA SAVINGS PLAN | ROSEMONT IL | 235 | $45.9M | $1.7M |
| 10 | HEALTH CARE LOGISTICS, INC. HEALTH CARE LOGISTICS, INC. 401(K) PLAN | CIRCLEVILLE OH | 336 | $19.5M | $1.5M |
