Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Gr R3 in their Schedule of Assets, totaling $56.5M 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 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $52.8M |
| 2 | IV MEDIA LLC IV MEDIA LLC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 460 | $44.6M | $2.9M |
| 3 | ALLEGHENY MINERAL COMPANY ALLEGHENY MINERAL COMPANY EMPLOYEE PROFIT SHARING PLAN |
KITTANNING PA |
| 137 |
| $16.6M |
| $811K |