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 Global Real Estate R6 Fund in their Schedule of Assets, totaling $548K 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 | SOURCEHOV, LLC EXELA 401(K) PLAN | IRVING TX | 4,251 | $338.9M | $357K |
| 2 | ADVENTUROUS JOURNEYS LLC ADVENTUROUS JOURNEYS LLC 401(K) PLAN | NASHVILLE TN | 212 | $8.8M | $190K |
| 3 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN |
FRISCO TX |
| 972 |
| $44.1M |
| $2K |
