Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mfs Intl Diversification R6 Fd Mutual Fund in their Schedule of Assets, totaling $9.0M 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 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $3.4M |
| 2 | ASPEN MEDICAL PRODUCTS, INC. ASPEN MEDICAL PRODUCTS, INC. 401(K) PLAN | IRVINE CA | 136 | $22.4M | $2.6M |
| 3 | PRIORITY POWER MANAGEMENT, LLC |
ARLINGTON TX |
| 213 |
| $27.4M |
| $1.2M |
| 4 | FIRSTFLEET, INC FIRSTFLEET, INC. 401(K) PLAN | MURFREESBORO TN | 3,181 | $48.4M | $627K |
| 5 | VENTURE MECHANICAL, INC. VENTURE MECHANICAL, INC. 401(K) PLAN | CARROLLTON TX | 138 | $24.7M | $447K |
| 6 | PRIMECARE MEDICAL, INC. PRIMECARE MEDICAL, INC. EMPLOYEES RETIREMENT PLAN | HARRISBURG PA | 1,194 | $26.5M | $411K |
| 7 | GOOD FULTON & FARRELL, INC. GOOD FULTON & FARRELL, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 112 | $24.0M | $198K |
| 8 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $63K |
| 9 | RTS HOLDING, INC., A DELAWARE CORPORATION RTS HOLDING, INC. 401(K) PLAN | NEW YORK NY | 90 | $4.5M | $33K |
| 10 | FLORIDA CARDIOLOGY, P.A. THE RETIREMENT PLAN FOR EMPLOYEES OF FLORIDA CARDIOLOGY, P.A. | WINTER PARK FL | 239 | $10.5M | $21K |
