Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Utilities Fund R3 in their Schedule of Assets, totaling $829K 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 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $682K |
| 2 | MULTICULTURAL RADIO BROADCASTING MULTICULTURAL RADIO BROADCASTING 401(K) SAVINGS PLAN | NEW YORK NY | 134 | $21.9M | $107K |
| 3 | SERVICE FILTRATION CORPORATION |
NORTHBROOK IL |
| 209 |
| $15.4M |
| $35K |
| 4 | GRAND RAPIDS CONTROLS CO., LLC GRAND RAPIDS CONTROLS CO., LLC EMPLOYEE 401(K) PLAN | ROCKFORD MI | 142 | $6.3M | $5K |
