Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Technology Fund Class R6 Mutual fund in their Schedule of Assets, totaling $4.0M 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 | WASSERMAN MEDIA GROUP, LLC WASSERMAN MEDIA GROUP 401(K) PLAN | LOS ANGELES CA | 1,460 | $107.7M | $2.0M |
| 2 | BENTLEY TRUCK SERVICES, INC. BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOGAN TWP NJ | 173 | $9.1M | $846K |
| 3 | USERZOOM TECHNOLOGIES, INC. |
LOS GATOS CA |
| 385 |
| $71.5M |
| $509K |
| 4 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $297K |
| 5 | USERZOOM TECHNOLOGIES, INC. USERTESTING 401(K) PLAN | LOS GATOS CA | 429 | $62.5M | $297K |
