Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Utilities Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $1.4M |
| 2 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $84K |
| 3 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN |
ERLANGER KY |
| 28,491 |
| $2.9B |
| $48K |
| 4 | CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN | WASHINGTON DC | 233 | $19.4M | $46K |
| 5 | CENTRAL CITY COMMUNITY HEALTH CENTER, INC. CENTRAL CITY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | MONTEREY PARK CA | 303 | $5.0M | $18K |
| 6 | GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM BARGAINING UNIT EMPLOYEES 403(B) PLAN | ATLANTA GA | 102 | $6.0M | $11K |
