Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Technology R6 Mutual fund - in their Schedule of Assets, totaling $8.6M 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 | J.B POINDEXTER & CO., INC. JBP CO., INC. 401(K) SAVINGS PLAN | HOUSTON TX | 7,997 | $275.3M | $3.6M |
| 2 | CARMEL PARTNERS MANAGEMENT LLC CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 307 | $49.1M | $2.2M |
| 3 | KLARQUIST SPARKMAN, LLP KLARQUIST SPARKMAN, LLP 401(K) RETIREMENT PLAN |
PORTLAND OR |
| 146 |
| $76.4M |
| $1.2M |
| 4 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $1.0M |
| 5 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $261K |
| 6 | A-CORE, INC. A-CORE, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 341 | $11.2M | $255K |
| 7 | AIM TRANSFER & STORAGE, INC. AIM TRANSFER & STORAGE, INC. PROFIT SHARING 401(K) PLAN | OAK CREEK WI | 131 | $8.2M | $119K |
| 8 | WELLVANA INTEGRATION PARTNERS, LLC WELLVANA 401(K) PLAN | NASHVILLE TN | 162 | $2.9M | $20K |
