Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investment Management MFS International Equity Fund in their Schedule of Assets, totaling $4.6M 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 | LIFELINK FOUNDATION, INC. LIFELINK FOUNDATION, INC. RETIREMENT PLAN | TAMPA FL | 528 | $99.1M | $4.0M |
| 2 | LANE GORMAN TRUBITT, LLC LANE GORMAN TRUBITT, LLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 131 | $25.4M | $482K |
| 3 | THE CSI COMPANIES, INC. THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
JACKSONVILLE FL |
| 1,959 |
| $24.6M |
| $129K |
| 4 | NEWARK COMMUNITY HEALTH CENTERS, INC. NEWARK COMMUNITY HEALTH CENTERS, INC. RETIREMENT PLAN | NEWARK NJ | 208 | $10.8M | $5K |
