Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Utilities Fund R6 Registered investment company in their Schedule of Assets, totaling $249K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 449 | $38.5M | $123K |
| 2 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 453 | $45.4M | $80K |
| 3 | UTTERMOST COMPANY THE UTTERMOST COMPANY PROFIT SHARING PLAN |
| 207 |
| $14.5M |
| $31K |
| 4 | JON K. TAKATA CORPORATION DBA RESTORATION MANAGEMENT COMPANY JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN | LIVERMORE CA | 483 | $28.1M | $15K |
