Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS MFS Intl Diversification R3 in their Schedule of Assets, totaling $12.4M 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 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $5.9M |
| 2 | MONROE PLUMBERS & PIPEFITTERS LOCAL 671 MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST | LANSING MI | 301 | $60.9M | $2.1M |
| 3 | OFFICE OF THE SPECIAL DEPUTY RECEIVER |
CHICAGO IL |
| 87 |
| $261.4M |
| $2.1M |
| 4 | PRESTOLITE ELECTRIC INCORPORATED PRESTOLITE RETIREMENT SAVINGS PLAN | ARCADE NY | 212 | $17.6M | $705K |
| 5 | MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH WI | 151 | $14.6M | $599K |
| 6 | LAC COURTE OREILLES TRIBAL GOVERNING BOARD LCO 401(K) PLAN | HAYWARD WI | 1,175 | $15.2M | $537K |
| 7 | PURPLE INNOVATION, LLC PURPLE 401(K) PLAN | LEHI UT | 1,079 | $40.4M | $373K |
| 8 | HEARX WEST, LLC HEARX WEST, LLC 401(K) PLAN | ISELIN NJ | 143 | $3.2M | $35K |
| 9 | DALBO HOLDINGS, INC. DALBO INC. 401(K) | VERNAL UT | 140 | $2.9M | $7K |
