Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Mfs Research International R6 Mutual fund in their Schedule of Assets, totaling $16.1M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $10.6M |
| 2 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $876K |
| 3 | B & D INDUSTRIES, INC. B & D INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
ALBUQUERQUE NM |
| 161 |
| $15.7M |
| $839K |
| 4 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $716K |
| 5 | BROWN & BIGELOW INC. THE BROWN & BIGELOW, INC. TAX DEFERRAL SAVINGS PLAN | MENDOTA HEIGHTS MN | 153 | $10.5M | $511K |
| 6 | LOS ALAMOS TECHNICAL ASSOCIATES, INC. LOS ALAMOS TECHNICAL ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN | ALBUQUERQUE NM | 312 | $23.0M | $452K |
| 7 | NEW ENGLAND LIFE CARE, INC. NEW ENGLAND LIFE CARE, INC. 403(B) RETIREMENT PLAN | SCARBOROUGH ME | 498 | $30.1M | $356K |
| 8 | THE LEADING HOTELS OF THE WORLD, LTD. THE LEADING HOTELS OF THE WORLD, LTD. 401(K) PLAN | NEW YORK NY | 93 | $25.9M | $338K |
| 9 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $316K |
| 10 | HENNEBERY EDDY ARCHITECTS, INC. HENNEBERY EDDY ARCHITECTS, INC. 401(K) PLAN | PORTLAND OR | 104 | $18.7M | $304K |
