Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Intl Diversification Fd in their Schedule of Assets, totaling $2.6M 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 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | RICHMOND VA | 173 | $60.6M | $2.4M |
| 2 | MARINE TRAVELIFT , INC. EXACTECH HOLDINGS, INC. 401(K) PLAN | STURGEON BAY WI | 153 | $19.8M | $215K |
| 3 | CULPEPER FARMERS' COOPERATIVE, INC. |
CULPEPER VA |
| 118 |
| $5.8M |
| $4K |
