Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Investment Management International Growth Fund in their Schedule of Assets, totaling $8.7M 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 | EXPRESS, LLC EXPRESS SAVINGS AND RETIREMENT PLAN | COLUMBUS OH | 3,982 | $138.0M | $3.3M |
| 2 | PHOENIX RETAIL, LLC PHOENIX SAVINGS & RETIREMENT PLAN | COLUMBUS OH | 3,771 | $141.0M | $3.1M |
| 3 | NSD NEWCO, INC NATION SAFE DRIVERS EMPLOYEE STOCK OWNERSHIP PLAN |
BOCA RATON FL |
| 271 |
| $72.7M |
| $1.3M |
| 4 | LINCOLN NATIONAL LIFE INSURANCE COMPANY LNL MONEY PURCHASE PLAN | RADNOR PA | 3 | $10.6M | $491K |
| 5 | LINCOLN NATIONAL LIFE INSURANCE COMPANY LNL ABGA MONEY PURCHASE PLAN | RADNOR PA | 62 | $29.0M | $253K |
| 6 | STRATEGIC INSIGHT LTD. STRATEGIC INSIGHT, LTD 401(K) PLAN | ARLINGTON VA | 99 | $29.6M | $206K |
