Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Utilities Fund Mutual fund in their Schedule of Assets, totaling $1.9M 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 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $991K |
| 2 | THOMASVILLE NATIONAL BANK THOMASVILLE NATIONAL BANK 401(K) PROFIT SHARING PLAN | THOMASVILLE GA | 127 | $33.4M | $239K |
| 3 | BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS |
BEVERLY HILLS CA |
| 378 |
| $24.4M |
| $213K |
| 4 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $149K |
| 5 | THE UNIVERSITY CORPORATION THE UNIVERSITY CORPORATION 403(B) PLAN | NORTHRIDGE CA | 409 | $13.8M | $108K |
| 6 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 | $12.6M | $79K |
| 7 | PROCAPS LABORATORIES, INC. PROCAPS LABORATORIES, INC. 401(K) PLAN | HENDERSON NV | 401 | $31.3M | $53K |
| 8 | EXODUS HR, LLC EXODUS HR, LLC MULTIPLE EMPLOYER PLAN | DURANT OK | 534 | $20.3M | $27K |
| 9 | CAPITOL CHEVROLET & CADILLAC, INC. CAPITOL AUTO GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 364 | $19.3M | $26K |
| 10 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $14K |
