Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mfs Intl Divrsn R6 Mutual Funds in their Schedule of Assets, totaling $4.8M 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 | MOUNTAIN AMERICA FEDERAL CREDIT UNION MOUNTAIN AMERICA FEDERAL CREDIT UNION 401(K) PLAN | SANDY UT | 3,514 | $246.9M | $3.9M |
| 2 | J.H. LYNCH & SONS, INC. LYNCH 401(K) RETIREMENT PLAN | CUMBERLAND RI | 93 | $40.1M | $431K |
| 3 | VALID MANAGEMENT LLC VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 460 |
| $85.5M |
| $395K |
| 4 | DILLON AERO, INC. DILLON AERO, INC. 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 159 | $11.7M | $97K |