Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Massachusetts Investors Trust - A Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | NEW HOTEL MONTELEONE, L.L.C. MONTELEONE INTERESTS PROFIT SHARING AND 401(K) PLAN AND TRUST | NEW ORLEANS LA | 192 | $17.6M | $2.3M |
