Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Utilities Fund Class R6 in their Schedule of Assets, totaling $1.3M 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 | SPYGLASS CORPORATE SERVICES GROUP SPYGLASS CORPORATE SERVICES GROUP 401(K) PLAN | LAKE FOREST CA | 158 | $25.1M | $580K |
| 2 | COMMUNITY HEALTH ASSOCIATION OF SPOKANE COMMUNITY HEALTH ASSOCIATION OF SPOKANE 401(K) PLAN | SPOKANE WA | 1,777 | $103.0M | $515K |
| 3 | HALMAR INTERNATIONAL, LLC |
NANUET NY |
| 297 |
| $44.2M |
| $238K |
