Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management Global Real Estate Fund in their Schedule of Assets, totaling $55K 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 | INTERNATIONAL BAY CLUBS, LLC INTERNATIONAL BAY CLUBS, LLC SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH CA | 440 | $17.7M | $36K |
| 2 | INTERNATIONAL BAY CLUBS, LLC BALBOA BAY CLUB BARGAINING UNIT PLAN | NEWPORT BEACH CA | 191 | $3.7M | $19K |
