Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Utilities Fund Class R3 in their Schedule of Assets, totaling $505K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW ERA TECHNOLOGY, INC. NEW ERA 401(K) PLAN | WEST CHESTER PA | 1,645 | $157.4M | $439K |
| 2 | ENGINEERED AIR BALANCE CO., INC. ENGINEERED AIR BALANCE CO., INC. 401(K) PROFIT SHARING PLAN | RICHARDSON TX | 152 | $37.2M | $66K |
