Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS INTL DIVERSIFICATION R3 Registered Investment Company in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN | SANTA CLARA CA | 866 | $100.1M | $2.8M |
| 2 | DONCASTERS, INC. DONCASTERS, INC. EMPLOYEE SAVINGS PLAN | GROTON CT | 651 | $54.6M | $1.2M |
| 3 | CYPRESS CREEK RENEWABLES, LLC CYPRESS CREEK 401(K) PLAN |
SANTA MONICA CA |
| 401 |
| $50.8M |
| $73K |
