Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS MFS Institutional Equity Fund Class 4 in their Schedule of Assets, totaling $135.2M 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 | UNUM GROUP UNUM GROUP 401K RETIREMENT PLAN | PORTLAND ME | 9,413 | $2.5B | $135.2M |
