Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS® Intl Diversification R6 N/R in their Schedule of Assets, totaling $1.6M 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 | WWEX UNI TOPCO HOLDINGS, LLC WWEX RETIREMENT PLAN | DALLAS TX | 2,578 | $113.5M | $906K |
| 2 | EVERGEN EVERGEN 401(K) PLAN | ALACHUA FL | 671 | $61.5M | $453K |
| 3 | EASTERN SMILES OPCO, LLC EASTERN SMILES 401(K) PLAN | EDISON NJ |
| 389 |
| $7.7M |
| $113K |
| 4 | SURGALIGN TECHNOLOGIES, INC SECTION 401(K) PLAN FOR EMPLOYEES OF SURGALIGN SPINE TECHNOLOGIES, INC. | DEERFIELD IL | 29 | $22.9M | $73K |
| 5 | EASTERN SMILES OPCO, LLC EASTERN SMILES 401(K) PLAN | EDISON NJ | 390 | $6.8M | $69K |