Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Research Fund " in their Schedule of Assets, totaling $556K 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 | MOODY GARDENS, INC. MOODY GARDENS, INC. 401(K) RETIREMENT PLAN | GALVESTON TX | 374 | $11.9M | $276K |
| 2 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $210K |
| 3 | LENCO INDUSTRIES, INC. LENCO INDUSTRIES, INC. 401(K) RETIREMENT PLAN |
PITTSFIELD MA |
| 90 |
| $13.9M |
| $34K |
| 4 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $19K |
| 5 | THE ALLIANCE FOR POSITIVE CHANGE ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN | NEW YORK NY | 181 | $10.5M | $17K |