Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Intl Diversification in their Schedule of Assets, totaling $7.1M 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 | NORTH AMERICAN BREWERIES, INC. NORTH AMERICAN BREWERIES, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | ROCHESTER NY | 508 | $81.6M | $3.7M |
| 2 | GILSON, INC. GILSON, INC. EMPLOYEES RETIREMENT PLAN | MIDDLETON WI | 118 | $49.0M | $1.5M |
| 3 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN |
WEATHERFORD TX |
| 248 |
| $16.9M |
| $727K |
| 4 | THE BARABOO BANCORPORATION, INC. THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN | BARABOO WI | 89 | $19.9M | $724K |
| 5 | COMPORIUM, INC. COMPORIUM INC RETIREE MEDICAL PLAN | ROCK HILL SC | 218 | $7.9M | $220K |
| 6 | EDIBLE ARRANGEMENTS, LLC EDIBLE ARRANGEMENTS, LLC 401(K) PLAN | ATLANTA GA | 154 | $9.0M | $146K |
| 7 | DAIRY UNION EMPLOYEES BENEFIT FUND TRUSTEES DAIRY UNION EMPLOYEES BENEFIT PLAN | INDEPENDENCE OH | 25 | $1.8M | $104K |
