Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mfs Massachusetts Investors Trust Class R6 in their Schedule of Assets, totaling $4.0M 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 | THE SIEGFRIED GROUP, LLP THE SIEGFRIED GROUP'S 401(K) PLAN | WILMINGTON DE | 1,269 | $252.4M | $1.9M |
| 2 | IAN, EVAN & ALEXANDER CORPORATION EVERWATCH 401(K) PLAN | RESTON VA | 243 | $97.6M | $957K |
| 3 | KENNEDYS CMK LLP KENNEDYS CMK LLP 401(K) PROFIT SHARING PLAN AND TRUST |
BASKING RIDGE NJ |
| 437 |
| $44.0M |
| $449K |
| 4 | INTERSTATE & LAKELAND LUMBER CORP. INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN | GREENWICH CT | 126 | $29.9M | $409K |
| 5 | SOLUTIONS SHARED SERVICES INC. SOLUTIONS SHARED SERVICES INC. 401K PLAN | SAN ANTONIO TX | 91 | $21.7M | $133K |
| 6 | WPC MANAGEMENT PARTNERS, LLC WPC MANAGEMENT PARTNERS, LLC 401(K) PLAN | MAITLAND FL | 81 | $6.0M | $109K |
| 7 | SUMMIT MEDICAL CENTER, LLC SUMMIT MEDICAL CENTER, LLC 401(K) PLAN | EDMOND OK | 162 | $6.9M | $61K |
| 8 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $3K |
