Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding MFS Technology Fund R6 " in their Schedule of Assets, totaling $4.8M 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 | SIGNATURE ESTATE & INVESTMENT AD SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC 401(K) PROFIT SHAR | LOS ANGELES CA | 178 | $16.3M | $1.1M |
| 2 | MARTIN-BAKER AMERICA, INC. MARTIN-BAKER AMERICA, INC. 401(K) PROFIT SHARING PLAN | JOHNSTOWN PA | 163 | $14.2M | $948K |
| 3 | SIMULSTAT, INC. |
SOLANA BEACH CA |
| 79 |
| $17.0M |
| $587K |
| 4 | MIDDLETOWN MEDICAL, P.C. MIDDLETOWN MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | MIDDLETOWN NY | 584 | $19.4M | $585K |
| 5 | MEDIAPRO US HR SERVICES LLC MEDIAPRO US HR SERVICES LLC 401(K) PLAN | MIAMI FL | 191 | $7.9M | $366K |
| 6 | WYCLIFFE GOLF & COUNTRY CLUB HOM WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN | WELLINGTON FL | 218 | $5.7M | $302K |
| 7 | ALLAN BROS, INC. ALLAN BROS, INC. 401(K) PLAN AND TRUST | NACHES WA | 765 | $22.3M | $295K |
| 8 | TERRAFIRMA FOUNDATION REPAIR, IN TERRA FIRMA FOUNDATION REPAIR, INC. RETIREMENT SAVINGS PLAN | ROSEBURG OR | 165 | $4.3M | $168K |
| 9 | DORAL AUTOMOTIVE GROUP LLC DORAL AUTOMOTIVE GROUP, LLC 401(K) PLAN | DORAL FL | 280 | $4.0M | $143K |
| 10 | H2O CLINICAL LLC H2O CLINICAL LLC 401K PROFIT SHARING PLAN AND TRUST | ELK GROVE VILLAGE IL | 52 | $5.6M | $105K |
