Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Utilities R3 in their Schedule of Assets, totaling $591K 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 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $441K |
| 2 | CWR INDUSTRIES, INC. CWR INDUSTRIES, INC. 401(K) PLAN | GALT CA | 150 | $12.6M | $93K |
| 3 | UNITED INDIAN HEALTH SERVICES |
ARCATA CA |
| 233 |
| $11.6M |
| $50K |
| 4 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $7K |
