Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investments in their Schedule of Assets, totaling $16.9M 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 | PHOENIX CONTACT DEVELOPMENT AND MANUFACTURING, INC. PHOENIX CONTACT EMPLOYEE INVESTMENT PLAN | MIDDLETOWN PA | 1,117 | $169.0M | $16.6M |
| 2 | CONNECTICUT MUTUAL HOLDING COMPANY CONNECTICUT MUTUAL HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTED CT | 151 | $32.2M | $340K |
| 3 | SAINT EDWARD'S SCHOOL |
VERO BEACH FL |
| 169 |
| $22.1M |
| $1K |
| 4 | FOUNDERS CONFERENCE CENTER LLC FOUNDERS INN 401(K) SAVINGS PLAN | VIRGINIA BEACH VA | 278 | $1.3M | $659 |
