Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Management MFS Global Equity R2 Fund in their Schedule of Assets, totaling $2.1M 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 | MMR GROUP, INC. MMR GROUP, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 6,778 | $85.8M | $2.1M |
