MASSACHUSETTS FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
109
Active participants
33,931
Total plan assets
$4.4B
Filings (rows)
109
Direct comp
$175
Indirect comp
$115K
Aggregating 2 name variants under "MASSACHUSETTS FINANCIAL"
SERVICES PROVIDED
Other109
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MFS LARGE CAP VALUE CIT | 6 |
| CF MHTC COL INVT TR-MFS INT INTR | 3 |
| MFS INTERNATIONAL DIVERSIFICATION F | 1 |
Top plans served
All 109 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 385 | $281.2M | $0 |
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 374 | $254.3M | $0 |
| STEVENS & LEE STEVENS & LEE SAVINGS PLAN | READING, PA | Other NONE | 343 | $224.5M | $0 |
| AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Other NONE | 1,121 | $187.5M | $0 |
| AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Other NONE | 1,111 | $172.2M | $0 |
| AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Other NONE | 1,098 | $153.9M | $0 |
| CEMENT MASONS - EMPLOYERS PENSION TRUST CEMENT MASONS - EMPLOYERS PENSION PLAN | PORTLAND, OR | Other | 425 | $123.2M | — |
| CEMENT MASONS - EMPLOYERS PENSION TRUST CEMENT MASONS - EMPLOYERS PENSION PLAN | PORTLAND, OR | Other | 445 | $115.9M | — |
| NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE, IA | Other NONE | 1,235 | $113.5M | $0 |
| NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE, IA | Other NONE | 1,150 | $105.6M | $0 |
| CEMENT MASONS - EMPLOYERS PENSION TRUST CEMENT MASONS - EMPLOYERS PENSION PLAN | PORTLAND, OR | Other | 414 | $105.5M | — |
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 420 | $100.7M | $0 |
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 412 | $97.2M | $0 |
| EDWIN L. HEIM COMPANY EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 172 | $88.2M | $0 |
| YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK, PA | Other NONE | 371 | $87.3M | $0 |
| EDWIN L. HEIM COMPANY EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 160 | $82.5M | $0 |
| NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE, IA | Other NONE | 844 | $78.5M | $0 |
| LANDUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Other NONE | 840 | $73.7M | $0 |
| EDWIN L. HEIM COMPANY EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG, PA | Other NONE | 154 | $73.0M | $0 |
| LANDUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Other NONE | 710 | $62.7M | $0 |
| HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Other NONE | 674 | $55.0M | $0 |
| HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Other NONE | 649 | $51.0M | $0 |
| COLLEGE FOR CREATIVE STUDIES COLLEGE FOR CREATIVE STUDIES 403(B) RETIREMENT PLAN | DETROIT, MI | Other NONE KNOWN | 616 | $50.2M | $75 |
| COOPERATIVE FARMERS ELEVATOR THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ROCK VALLEY, IA | Other NONE | 335 | $47.9M | $0 |
| HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES, IA | Other NONE | 609 | $46.3M | $0 |
| RIVER VALLEY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ELDRIDGE, IA | Other NONE | 404 | $44.3M | $0 |
| COLLEGE FOR CREATIVE STUDIES COLLEGE FOR CREATIVE STUDIES 403(B) RETIREMENT PLAN | DETROIT, MI | Other NONE KNOWN | 547 | $43.9M | $100 |
| COOPERATIVE FARMERS ELEVATOR THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ROCK VALLEY, IA | Other NONE | 320 | $42.4M | $0 |
| RIVER VALLEY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ELDRIDGE, IA | Other NONE | 373 | $42.0M | $0 |
| GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | EAGLE GROVE, IA | Other NONE | 290 | $39.6M | $0 |
| INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO, IA | Other NONE | 305 | $38.1M | $0 |
| RIVER VALLEY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ELDRIDGE, IA | Other NONE | 330 | $37.9M | $0 |
| INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO, IA | Other NONE | 284 | $36.5M | $0 |
| COOPERATIVE FARMERS ELEVATOR THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ROCK VALLEY, IA | Other NONE | 313 | $36.2M | $0 |
| LYDALL, INC. RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERFACE PERFORMANCE MATERIALS, INC. | GLASTONBURY, CT | Other NONE | 64 | $35.3M | $0 |
| GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | GOLDFIELD, IA | Other NONE | 260 | $34.7M | $0 |
| ALKEGEN RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERFACE PERFORMANCE MATERIALS, INC. | GLASTONBURY, CT | Other NONE | 57 | $34.3M | $0 |
| INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO, IA | Other NONE | 274 | $32.4M | $0 |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 214 | $32.2M | $0 |
| NEXUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY, IA | Other NONE | 246 | $31.4M | $0 |
| GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | GOLDFIELD, IA | Other NONE | 253 | $31.0M | $0 |
| SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY, MI | Other NONE | 1,429 | $30.4M | $0 |
| SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY, MI | Other NONE | 1,444 | $30.2M | $0 |
| STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK, PA | Other NONE | 175 | $27.9M | $0 |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 219 | $27.6M | $0 |
| STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK, PA | Other NONE | 181 | $26.3M | $0 |
| SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY, MI | Other NONE | 1,191 | $25.6M | $0 |
| STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK, PA | Other NONE | 168 | $23.3M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 164 | $23.3M | $0 |
| KNOUSE FOODS COOPERATIVE, INC. KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN | PEACH GLEN, PA | Other NONE | 250 | $23.1M | $0 |
| KNOUSE FOODS COOPERATIVE, INC. KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS & INVESTMENT PLAN | PEACH GLEN, PA | Other NONE | 279 | $23.1M | $0 |
| BARLEY SNYDER LLP BARLEY SNYDER PROFIT SHARING PLAN | LANCASTER, PA | Other NONE | 187 | $22.9M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 151 | $22.6M | $0 |
| WESTGATE CHEVROLET, INC. APPLE AUTOMOTIVE GROUP 401(K) PLAN | YORK, PA | Other NONE | 577 | $22.2M | $0 |
| STATELINE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BURT, IA | Other NONE | 129 | $20.4M | $0 |
| STATELINE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BURT, IA | Other NONE | 136 | $19.7M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 140 | $19.5M | $0 |
| WESTGATE CHEVROLET, INC. APPLE AUTOMOTIVE GROUP 401(K) PLAN | YORK, PA | Other NONE | 476 | $18.7M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 130 | $18.0M | $0 |
| J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON, PA | Other NONE | 146 | $17.6M | $0 |
| STATELINE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BURT, IA | Other NONE | 122 | $17.0M | $0 |
| WESTERN CONSOLIDATED CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HOLLOWAY, MN | Other NONE | 65 | $16.9M | $0 |
| NEW VISION CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BREWSTER, MN | Other NONE | 180 | $16.2M | $0 |
| PRO COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | POCAHONTAS, IA | Other NONE | 180 | $16.1M | $0 |
| NEW VISION CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BREWSTER, MN | Other NONE | 176 | $15.1M | $0 |
| NEXUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY, IA | Other NONE | 133 | $14.6M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 154 | $14.5M | $0 |
| UNITED FARMERS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RED OAK, IA | Other NONE | 255 | $14.4M | $0 |
| NORTHERN COUNTRY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | STACYVILLE, IA | Other NONE | 96 | $14.3M | $0 |
| WESTERN CONSOLIDATED CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HOLLOWAY, MN | Other NONE | 59 | $14.1M | $0 |
| FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON, IA | Other NONE | 182 | $14.0M | $0 |
| VIAFIELD THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY, IA | Other NONE | 128 | $13.8M | $0 |
| KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN FOR EMPLOYEES OF KNOUSE FOODS COOPERATIVE, INC. COLLECTIVE BARGAINING UNITS | PEACH GLEN, PA | Other NONE | 479 | $13.5M | $0 |
| FARMERS WIN COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FREDERICKSBURG, IA | Other NONE | 226 | $13.5M | $0 |
| PRO COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | POCAHONTAS, IA | Other NONE | 169 | $13.4M | $0 |
| HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN, PA | Other NONE | 128 | $12.6M | $0 |
| MID IOWA COOP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BEAMAN, IA | Other NONE | 88 | $12.5M | $0 |
| NORTHERN COUNTRY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | STACYVILLE, IA | Other NONE | 97 | $12.5M | $0 |
| FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON, IA | Other NONE | 173 | $12.3M | $0 |
| PRO COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | POCAHONTAS, IA | Other NONE | 158 | $12.2M | $0 |
| NEW VISION CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BREWSTER, MN | Other NONE | 161 | $11.8M | $0 |
| KNOUSE FOODS COOPERATIVE, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN FOR EMPLOYEES OF KNOUSE FOODS COOPERATIVE, INC. COLLECTIVE BARGAINING UNITS | PEACH GLEN, PA | Other NONE | 521 | $11.7M | $0 |
| HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. PENSION PLAN | ALLENTOWN, PA | Other NONE | 139 | $11.7M | $0 |
| FARMERS WIN COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FREDERICKSBURG, IA | Other NONE | 192 | $11.7M | $0 |
| WESTERN CONSOLIDATED CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HOLLOWAY, MN | Other NONE | 55 | $11.6M | $0 |
| KANZA COOPERATIVE ASSOCIATION THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | IUKA, KS | Other NONE | 180 | $11.5M | $0 |
| ADVANCED RADIOLOGY SERVICES, P.C. ADVANCED RADIOLOGY SERVICES CASH BALANCE PLAN | GRAND RAPIDS, MI | Other NONE | 167 | $11.4M | $0 |
| MID IOWA COOP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BEAMAN, IA | Other NONE | 84 | $11.2M | $0 |
| FARM SERVICE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HARLAN, IA | Other NONE | 123 | $10.3M | $0 |
| FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON, IA | Other NONE | 159 | $10.3M | $0 |
| MID IOWA COOP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BEAMAN, IA | Other NONE | 75 | $10.2M | $0 |
| FARMERS WIN COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FREDERICKSBURG, IA | Other NONE | 186 | $9.8M | $0 |
| KANZA COOPERATIVE ASSOCIATION THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | IUKA, KS | Other NONE | 137 | $9.6M | $0 |
| FARM SERVICE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HARLAN, IA | Other NONE | 130 | $9.1M | $0 |
| RAY-CARROLL COUNTY GRAIN GROWERS THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RICHMOND, MO | Other NONE | 135 | $8.8M | $0 |
| KANZA COOPERATIVE ASSOCIATION THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | IUKA, KS | Other NONE | 152 | $8.7M | $0 |
| EASTERN SHORE TRANSPORT, LLC HERITAGE & EST 401(K) PLAN | YORK, PA | Other NONE | 108 | $8.7M | $0 |
| FARM SERVICE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HARLAN, IA | Other NONE | 129 | $7.6M | $0 |
| EASTERN SHORE TRANSPORT, LLC HERITAGE & EST 401(K) PLAN | YORK, PA | Other NONE | 119 | $7.6M | $0 |
| RAY-CARROLL COUNTY GRAIN GROWERS THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RICHMOND, MO | Other NONE | 133 | $7.4M | $0 |
| RAY-CARROLL COUNTY GRAIN GROWERS THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RICHMOND, MO | Other NONE | 131 | $6.7M | $0 |
| EASTERN SHORE TRANSPORT, LLC HERITAGE & EST 401(K) PLAN | YORK, PA | Other NONE | 114 | $6.4M | $0 |
| AGP GRAIN MARKETING, LLC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA, NE | Other NONE | 29 | $6.1M | $0 |
| COLUMBIA REDUCTION COMPANY COLONIAL METALS COMPANY RETIREMENT INCOME PLAN | COLUMBIA, PA | Other NONE | 0 | $6.0M | $0 |
| SCHUBEMO HOLDINGS, INC. APEX RETIREMENT SAVINGS PLAN | JOPLIN, MO | Other NONE | 148 | $5.2M | $0 |
| WESTGATE CHEVROLET, INC. APPLE AUTOMOTIVE GROUP 401(K) PLAN | YORK, PA | Other NONE | 3 | $449 | $0 |
| UNITED FARMERS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RED OAK, IA | Other NONE | 0 | $0 | $0 |
| RENEWABLE ENERGY GROUP, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | AMES, IA | Other NONE | 0 | $0 | $0 |
| NORTHERN COUNTRY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN | STACYVILLE, IA | Other NONE | 0 | $0 | $0 |