Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Investment Management MFS Research International Fund in their Schedule of Assets, totaling $11.9M 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 | MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 4,021 | $266.7M | $4.9M |
| 2 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $3.8M |
| 3 | WORTH & COMPANY, INC. WORTH & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
PIPERSVILLE PA |
| 533 |
| $6.3M |
| $2.0M |
| 4 | UNIVERSAL WOODS, LLC UNIVERSAL WOODS, LLC PROFIT SHARING PLAN | LOUISVILLE KY | 275 | $18.6M | $1.1M |
| 5 | CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC. CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN | NEW LONDON CT | 229 | $4.9M | $30K |
| 6 | MIDEA AMERICA CORPORATION MIDEA AMERICA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PARSIPPANY NJ | 335 | $21.1M | $18K |
