Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Research Fund in their Schedule of Assets, totaling $1.9M 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 | SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | DYERSBURG TN | 130 | $21.7M | $1.4M |
| 2 | LAMBERTI USA, INC. LAMBERTI USA, INC. PROFIT SHARING & SAVINGS PLAN | HUNGERFORD TX | 141 | $13.0M | $398K |
| 3 | SUBSTATION ENGINEERING COMPANY |
READING PA |
| 217 |
| $12.9M |
| $136K |
