Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Massachusetts Investors Trust Class R3 " in their Schedule of Assets, totaling $1.9M 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 | TOWNSQUARE MEDIA, INC. TOWNSQUARE MEDIA, INC. 401K PLAN | PURCHASE NY | 2,034 | $110.7M | $825K |
| 2 | CROWN ROLL LEAF, INC. CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN | PATERSON NJ | 115 | $8.8M | $274K |
| 3 | PSI PHARMA SUPPORT AMERICA INC PSI AMERICA 401(K) PLAN |
KING OF PRUSSIA PA |
| 466 |
| $39.0M |
| $255K |
| 4 | K.T.G. (USA) LP K.T.G., USA SALARY EMPLOYEES 401(K) PLAN | MEMPHIS TN | 120 | $21.9M | $240K |
| 5 | THE TOLEDO ZOOLOGICAL SOCIETY THE TOLEDO ZOOLOGICAL SOCIETY EMPLOYEES RETIREMENT PLAN | TOLEDO OH | 494 | $25.5M | $224K |
| 6 | ALENE CANDLES, LLC ALENE CANDLES, LLC 401(K) RETIREMENT SAVINGS PLAN | MILFORD NH | 393 | $16.4M | $124K |
