Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS RESEARCH INTL FD CL A-GM MUTUAL FUNDS in their Schedule of Assets, totaling $3.1M 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 | C.B. MANAGEMENT CO., INC. C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN | SPRINGFIELD MO | 142 | $20.1M | $1.8M |
| 2 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $1.0M |
| 3 | MAGNET, LLC THE MAGNET GROUP 401(K) BENEFIT PLAN |
WASHINGTON MO |
| 319 |
| $17.9M |
| $300K |