Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Investment in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH HUDSON COMMUNITY ACTION CORPORATION NORTH HUDSON COMMUNITY ACTION CORPORATION TAX DEFERRED ANNUITY | UNION CITY NJ | 724 | $20.5M | $2.0M |
| 2 | LINCOLN LEARNING SOLUTIONS LINCOLN LEARNING SOLUTIONS 401(K) PLAN | ALIQUIPPA PA | 265 | $31.1M | $1.3M |
| 3 | AMERICAN FRIENDS OF THE HEBREW UNIVERSITY, INC. |
NEW YORK NY |
| 50 |
| $28.0M |
| $175K |
| 4 | TRAVELNET SOLUTIONS, LLC TRAVELNET SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | COTTAGE GROVE MN | 137 | $3.8M | $85K |
| 5 | THE HOLE IN THE WALL GANG FUND, INC. THE HOLE IN THE WALL GANG FUND, INC. 403(B) DC PLAN | NEW HAVEN CT | 108 | $20.5M | $31K |
