Sarah Mgbonu signed Massachusetts Financial Sevices Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Massachusetts Financial Sevices Company's EIN is 04-2747644.
Download the official 2024 Form 5500 (PDF) for Massachusetts Financial Sevices Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Massachusetts Financial Sevices Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $162.9M | 28.3% | |
| MFS GROWTH EQUITY FUND CL1 MFS · EIN 57-1187281 / PN 015 | Common Collective Trust | — | — | $79.7M | 13.9% | |
| MFS LARGE CAP VALUE FUND CL1 MFS · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $37.4M | 6.5% | |
| MFS INVESTORS TRUST FUND CL1 MFS · EIN 57-1187281 / PN 023 | Common Collective Trust | — | — | $34.1M | 5.9% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $24.2M | 4.2% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $20.7M | 3.6% | |
| MFS Lifetime 2040 Fund - Class R6 | Mutual Funds | — | — | $17.7M | 3.1% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $16.9M | 2.9% | |
| BNYM MELLON STABLE VALUE FUND CLASS BNY-MELLON TRUST COMPANY · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $16.8M | 2.9% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.2M | 2.8% | |
| MFS Lifetime 2035 Fund - Class R6 | Mutual Funds | — | — | $16.1M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $15.5M | 2.7% | |
| MFS Lifetime 2030 Fund - Class R6 | Mutual Funds | — | — | $12.3M | 2.1% | |
| MFS Lifetime 2045 Fund - Class R6 | Mutual Funds | — | — | $10.8M | 1.9% | |
| Vanguard Total International Stock Fund - Class I | Mutual Funds | — | — | $9.4M | 1.6% | |
| MFS INTERNATIONAL GROWTH FUND CLASS MFS · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.5% | |
| MFS Lifetime 2050 Fund - Class R6 | Mutual Funds | — | — | $7.5M | 1.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $7.0M | 1.2% | |
| MFS EMERGING MARKETS EQUITY FUND CL MFS · EIN 57-1187281 / PN 021 | Common Collective Trust | — | — | $6.4M | 1.1% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| MFS Lifetime 2055 Fund - Class R6 | Mutual Funds | — | — | $5.1M | 0.9% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $4.8M | 0.8% | |
| MFS Lifetime 2060 Fund - Class R6 | Mutual Funds | — | — | $4.6M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.7% | |
| MFS Lifetime 2025 Fund - Class R6 | Mutual Funds | — | — | $3.4M | 0.6% | |
| Participants | Other securities | — | — | $3.3M | 0.6% | |
| MFS Lifetime Income Fund - Class R6 | Mutual Funds | — | — | $2.7M | 0.5% | |
| PZENA INTL VALUE ALL COUNTRY CLASS RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 007 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.4% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| BLACKROCK STRATEGIC COMPLETION NL F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| PRUDENTIAL CORE PLUS BOND CLASS 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| JENNISON SMALL/MID CAP EQUITY FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 232 | Common Collective Trust | — | — | $905K | 0.2% | |
| MFS Lifetime 2065 Fund - Class R6 | Mutual Funds | — | — | $17K | <0.1% | |
| Bank of America, N.A. | Other securities | — | — | $304 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
