Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mfs Utilities R6 Mutual Fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARGIS ENGINEERS, INC. HARGIS ENGINEERS 401(K) PLAN | SEATTLE WA | 165 | $43.2M | $637K |
| 2 | WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 129 | $23.6M | $517K |
| 3 | DALENE HARDWOOD FLOORING CO., INC. DALENE HARDWOOD FLOORING CO., INC. EMPLOYEES' 401(K) PS PLAN |
SOUTH WINDSOR CT |
| 83 |
| $10.2M |
| $329K |
| 4 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $164K |
| 5 | PATHWAY CAPITAL MANAGEMENT, LP PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | IRVINE CA | 239 | $66.8M | $132K |
| 6 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $8K |
| 7 | AMERICAN METALS SUPPLY, LLC. AMERICAN METALS SUPPLY, LLC 401(K) PLAN | TAMPA FL | 222 | $2.1M | $6K |
| 8 | UNINSURED UNITED PARACHUTE TECHN UNITED PARACHUTE TECHNOLOGIES LLC 401(K) PLAN | DELAND FL | 147 | $5.2M | $2K |
