Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding MFS Intl Diversification R3 in their Schedule of Assets, totaling $54.4M 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 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $24.5M |
| 2 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $13.9M |
| 3 | CIMPLIFY |
FRANKLIN TN |
| 381 |
| $91.3M |
| $2.1M |
| 4 | CENTURY MOLD CO., INC. CENTURY MOLD CO., INC. SECTION 401(K) PLAN | ROCHESTER NY | 467 | $25.6M | $1.5M |
| 5 | HOLADAY CIRCUITS, INCORPORATED FTG CIRCUITS MINNETONKA, LLC 401(K) PLAN | MINNETONKA MN | 126 | $12.9M | $949K |
| 6 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $868K |
| 7 | LOWER GREAT LAKES KENWORTH, INC. LOWER GREAT LAKES KENWORTH, INC. 401(K) PLAN | SOUTH BEND IN | 142 | $8.0M | $732K |
| 8 | DERR FLOORING CO. DERR FLOORING COMPANY 401(K) PLAN | WILLOW GROVE PA | 133 | $24.9M | $718K |
| 9 | ROEVOLUTION 226, LLC ROEVOLUTION 226 PROFIT SHARING & 401(K) PLAN | BANNOCKBURN IL | 144 | $13.0M | $711K |
| 10 | FERRARO FOODS OF NEW JERSEY LLC FERRARO FOODS OF NEW JERSEY LLC 401(K) PLAN | PISCATAWAY NJ | 873 | $35.9M | $673K |
