Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MFS Blended Research Small Cap Equity Fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOBAL FEDERAL CREDIT UNION GLOBAL DEFINED BENEFIT RETIREMENT PLAN | ANCHORAGE AK | 114 | $181.8M | $3.8M |
| 2 | TRUE COMMUNITY CREDIT UNION TRUE COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | JACKSON MI | 194 | $27.9M | $263K |
