Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Utilities - in their Schedule of Assets, totaling $1.0M 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 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $335K |
| 2 | GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS GIFT OF LIFE DONOR PROGRAM 403(B) PLAN | PHILADELPHIA PA | 336 | $71.4M | $215K |
| 3 | ASPIRUS, INC. |
WAUSAU WI |
| 10,454 |
| $893.4M |
| $119K |
| 4 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $90K |
| 5 | HUDSON VALLEY STAFF, LTD. DBA ACADIA HR ACADIA HR MEP PLAN | RED HOOK NY | 238 | $8.4M | $72K |
| 6 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN | LIVONIA MI | 463 | $17.2M | $68K |
| 7 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $40K |
| 8 | GAMA-1 TECHNOLOGIES, LLC GAMA-1 TECHNOLOGIES 401(K) PLAN | GREENBELT MD | 99 | $5.1M | $31K |
| 9 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $12K |
| 10 | O'CONNOR WOODS O'CONNOR WOODS 403(B) PLAN | STOCKTON CA | 329 | $6.8M | $11K |
