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 in their Schedule of Assets, totaling $1.0M 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 | HIWAY CREDIT UNION HIWAY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | SAINT PAUL MN | 150 | $54.5M | $542K |
| 2 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $488K |
