Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Research International R3 - in their Schedule of Assets, totaling $7.2M 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 | ATLANTA GASTROENTEROLOGY ASSOCIATES UNITED DIGESTIVE 401(K) PLAN | ATLANTA GA | 1,482 | $91.3M | $4.4M |
| 2 | ALPHA BAKING CO., INC. ALPHA BAKING CO., INC. & SUBSIDIARIES 401(K)PROFIT SHARING PLAN | CHICAGO IL | 771 | $47.4M | $1.4M |
| 3 | MCCANDLISH HOLTON, PC MCCANDLISH HOLTON, PC 401(K) PROFIT-SHARING PLAN |
RICHMOND VA |
| 85 |
| $23.1M |
| $816K |
| 4 | MACELREE HARVEY, LTD. MACELREE, HARVEY, LTD. 401(K) PLAN | WEST CHESTER PA | 75 | $24.8M | $568K |
| 5 | CWR INDUSTRIES, INC. CWR INDUSTRIES, INC. 401(K) PLAN | GALT CA | 150 | $12.6M | $68K |
