Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Mass Invest Trust R6 Fund in their Schedule of Assets, totaling $525K 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 | THE GREENERY, INC. THE GREENERY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HILTON HEAD SC | 421 | $45.3M | $376K |
| 2 | WINDSOR HOUSE, INC. WINDSOR HOUSE, INC. 401(K) SAVINGS PLAN | GIRARD OH | 1,143 | $17.9M | $138K |
| 3 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN |
PLYMOUTH MI |
| 411 |
| $9.1M |
| $11K |
