Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Investment Management MFS Emerging Markets Debt Fund in their Schedule of Assets, totaling $1.4M 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 | CURT G. JOA, INC. CURT G. JOA, INC. EMPLOYEES TRUST FUND | SHEBOYGAN FALLS WI | 266 | $83.3M | $1.3M |
| 2 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $75K |
| 3 | HARTFORD DISPENSARY THE ROOT CENTER FOR ADVANCED RECOVERY 403(B) PLAN |
MANCHESTER CT |
| 242 |
| $14.7M |
| $65K |
