Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS MA INV TRUST R3 shares, registered investment company in their Schedule of Assets, totaling $819K 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 | AXCELUS FINANCIAL LIFE INSURANCE COMPANY AXCELUS FINANCIAL 401(K) PLAN | PHILADELPHIA PA | 98 | $28.2M | $819K |
