Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Research International R5 Mutual Fund - in their Schedule of Assets, totaling $949K 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 | CFSC SHARED SERVICES LLC CFSC SHARED SERVICES, LLC 401(K) PLAN | CHARLOTTE NC | 393 | $16.2M | $716K |
| 2 | THERAPEUTIC HEALTH SERVICES THERAPEUTIC HEALTH SERVICES 403(B) PLAN | SEATTLE WA | 232 | $8.5M | $198K |
| 3 | WILLIAMS HOMES, INC. WILLIAMS HOMES, INC. 401(K) PLAN |
SANTA CLARITA CA |
| 174 |
| $10.0M |
| $35K |
