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 R4 in their Schedule of Assets, totaling $401K 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 | SWAT FAME, INC. SWAT FAME, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 180 | $20.5M | $370K |
| 2 | MCKINLEY CHILDREN'S CENTER MCKINLEY 403(B) PLAN | SAN DIMAS CA | 497 | $12.6M | $31K |