Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Global Equity Fund in their Schedule of Assets, totaling $1.9M 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 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $1.3M |
| 2 | PRINCETON DAY SCHOOL PRINCETON DAY SCHOOL 403(B) PLAN | PRINCETON NJ | 309 | $103.8M | $371K |
| 3 | KOLL BREN SCHREIBER REALTY ADVISORS KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN | NEWPORT BEACH CA | 83 | $37.6M | $279K |
| 4 | MUTH MIRROR SYSTEMS LLC MUTH COMPANY 401K PLAN | SHEBOYGAN WI | 147 | $12.2M | $8K |
