Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding MFS Investment Management in their Schedule of Assets, totaling $187.2M 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 | EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN | TUCSON AZ | 1,958 | $179.6M | $38.6M |
| 2 | NORTHSIDE HOSPITAL, INC. NORTHSIDE HOSPITAL 403(B) RETIREMENT PLAN | ATLANTA GA | 31,639 | $1.8B | $22.4M |
| 3 | AVERITT EXPRESS, INC. |
COOKEVILLE TN |
| 8,187 |
| $775.2M |
| $16.6M |
| 4 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 7,832 | $326.1M | $10.0M |
| 5 | PACE ANALYTICAL SERVICES, LLC PACE ANALYTICAL RETIREMENT SAVINGS PLAN | ROSEVILLE MN | 4,623 | $296.8M | $9.1M |
| 6 | CHECKERED FLAG MOTOR CAR COMPANY, INC. CHECKERED FLAG MOTOR CAR COMPANY, INC. 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 578 | $32.2M | $6.4M |
| 7 | PROSPECT MEDICAL HOLDINGS, INC. PROSPECT MEDICAL RETIREMENT SAVINGS PLAN A | CULVER CITY CA | 10,198 | $551.6M | $5.9M |
| 8 | QSAC, INC. QSAC, INC. 403(B) PLAN | NEW YORK NY | 1,474 | $29.9M | $5.7M |
| 9 | ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD IL | 4,571 | $499.7M | $5.7M |
| 10 | INTERSTATE COMPANIES, INC. INTERSTATE AND ISTATE 401(K) PROFIT SHARING PLAN | EAGAN MN | 1,553 | $99.6M | $5.6M |
