Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Massachusetts Investors in their Schedule of Assets, totaling $3.9M 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 | PRINCE MANUFACTURING CORPORATION PRINCE MANUFACTURING CORPORATION 401(K) RETIREMENT PLAN | NORTH SIOUX CITY SD | 195 | $51.7M | $1.5M |
| 2 | THE THRASHER GROUP, INC. THE THRASHER GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEPORT WV | 329 | $27.4M | $1.2M |
| 3 | RALPH BRENNAN RESTAURANT GROUP, LLC |
NEW ORLEANS LA |
| 413 |
| $11.8M |
| $646K |
| 4 | HAWKSOFT, INC. HAWKSOFT 401(K) PLAN | CANBY OR | 157 | $10.2M | $396K |
| 5 | CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE FL | 260 | $13.1M | $139K |