Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS MA INV GR STK R2 Mutual Funds in their Schedule of Assets, totaling $295K 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 | KEL-TEC CNC INDUSTRIES, INC. KEL-TEC CNC INDUSTRIES, INC. 401(K) PLAN | COCOA FL | 311 | $6.2M | $295K |
