Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Massachusetts Inv Gr stk R6 in their Schedule of Assets, totaling $123.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN | LOUISVILLE KY | 2,054 | $648.5M | $107.9M |
| 2 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEE | LOUISVILLE KY | 335 | $35.9M | $5.8M |
| 3 | HLW INTERNATIONAL, LLP |
NEW YORK NY |
| 196 |
| $35.3M |
| $3.1M |
| 4 | GLOBAL PHYSICIAN NETWORK LLC SARASOTA EMERGENCY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | SARASOTA FL | 214 | $31.4M | $2.2M |
| 5 | MONTE SANO RESEARCH CORPORATION MONTE SANO RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 136 | $35.7M | $2.0M |
| 6 | MARINER INVESTMENT GROUP, LLC MARINER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | HARRISON NY | 128 | $34.0M | $1.3M |
| 7 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL GA | 146 | $7.7M | $642K |
| 8 | TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK NY | 125 | $11.5M | $477K |
| 9 | FORUM ONE COMMUNICATIONS FORUM ONE COMMUNICATIONS 401(K) PLAN | AURORA CO | 94 | $14.6M | $379K |
