Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding MFS RESEARCH INTL - R2 in their Schedule of Assets, totaling $1.2M 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 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $285K |
| 2 | CAHABA MEDICAL CARE FOUNDATION CAHABA MEDICAL CARE FOUNDATION 401K PLAN | CENTREVILLE AL | 559 | $11.8M | $245K |
| 3 | IRADIMED CORPORATION |
ORLANDO FL |
| 153 |
| $14.9M |
| $150K |
| 4 | FRONTIER TANK LINES FRONTIER TANK LINES 401(K) RETIREMENT SAVINGS PLAN | MCKINNEY TX | 181 | $6.6M | $63K |
| 5 | DYNAREX CORPORATION DYNAREX CORPORATION 401K PLAN | MONTVALE NJ | 145 | $5.0M | $49K |
| 6 | COMPASS WELL SERVICES LLC COMPASS WELL SERVICES, LLC 401(K) PLAN | FORT WORTH TX | 81 | $6.4M | $49K |
| 7 | BANNER QUALITY MANAGEMENT INC BANNER QUALITY MANAGEMENT INC. 401K PLAN | FRIENDSWOOD TX | 173 | $7.1M | $49K |
| 8 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $43K |
| 9 | PAUMAC TUBING, LLC PAUMAC TUBING, LLC 401(K) PLAN | MARYSVILLE MI | 211 | $4.0M | $43K |
| 10 | STEALTH MONITORING INC. STEALTH MONITORING 401(K) PLAN | ADDISON TX | 455 | $9.0M | $42K |
