Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Research International R3 Mutual Funds in their Schedule of Assets, totaling $371K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK NY | 109 | $17.4M | $186K |
| 2 | WHITE MOUNTAIN APACHE TRIBE WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN | WHITERIVER AZ | 490 | $4.4M | $180K |
| 3 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. |
BOSTON MA |
| 210 |
| $11.7M |
| $5K |
