Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS MFS Core Equity R6 in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BENECON GROUP, LLC THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN | LITITZ PA | 234 | $27.3M | $1.5M |
| 2 | S&S TRUCK PARTS LLC S&S TRUCK PARTS LLC 401K PLAN | SCHAUMBURG IL | 304 | $16.7M | $1.0M |
| 3 | ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN |
FISHERS IN |
| 354 |
| $29.8M |
| $734K |
| 4 | SWAT FAME, INC. SWAT FAME, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 180 | $20.5M | $447K |
| 5 | WESTMORELAND COMMUNITY ACTION WESTMORELAND COMMUNITY ACTION 403(B) | GREENSBURG PA | 215 | $7.8M | $329K |
| 6 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $73K |
| 7 | NATURAL LANDS TRUST, INC. NATURAL LANDS RETIREMENT PLAN | MEDIA PA | 100 | $21.8M | $17K |
| 8 | JOBNIMBUS, LLC JOBNIMBUS 401(K) PLAN | LEHI UT | 201 | $5.9M | $9K |
| 9 | DENVER GLASS INTERIORS LLC DENVER GLASS INTERIORS LLC 401(K) PLAN | ENGLEWOOD CO | 263 | $10.3M | $3K |
