Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MFS Global Equity R3 in their Schedule of Assets, totaling $2.9M 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 | INTERMOUNTAIN FARMERS ASSOCIATION INTERMOUNTAIN FARMERS ASSOCIATION SALARY INVESTMENT PLAN AND TRUST | SALT LAKE CITY UT | 704 | $39.8M | $2.7M |
| 2 | IOWA PLAINS SIGNING, INC. IOWA PLAINS SIGNING, INC. 401(K) PLAN | SLATER IA | 264 | $6.6M | $159K |