MFS HERITAGE
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
58
Active participants
403,168
Total plan assets
$112.0B
Filings (rows)
58
Direct comp
$15.3M
Indirect comp
$0
Aggregating 3 name variants under "MFS HERITAGE"
SERVICES PROVIDED
Other50
Advisor / Consultant8
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MFS INTERNATIONAL EQUITY FUND | 48 |
| MFS INTERNATIONAL GROWTH FUND | 45 |
| MFS INTL EQUITY 3A | 43 |
| MFS GLOBAL EQUITY 3A | 39 |
| MFS HTG TR COMP CIT MFS MCV FD | 38 |
| MFS INTERNATIONAL GROWTH CIT | 33 |
| MFS HTG TR COMP CIT MFS LCV FD | 25 |
| MFS INSTITUTIONAL INTL EQUITY FUND | 25 |
| MFS INTERNATIONAL VALUE FD | 24 |
| MFS INTERNATIONAL GROWTH FD | 24 |
| MFS HTG TR CO CIT MFS MCG FD | 21 |
| CIT-MFS INTERNATIONAL GROWTH FUND | 20 |
| MFS HERITAGE INTERNATIONAL GROWTH C | 18 |
| MFS LARGE CAP VALUE FUND | 15 |
| MFS INTERNATIONAL EQUITY FD 2 | 14 |
| CIT-MFS GROWTH EQUITY FUND | 13 |
| MFS HERITAGE FUND | 12 |
| MFS MID CAP GROWTH FUND | 11 |
| MFS INTERNATIONAL EQUITY FUND 2 | 10 |
| MFS MID CAP GROWTH 2 | 10 |
| MFS INTL EQUITY 3B | 10 |
| MFS INTL GROWTH 2 | 10 |
| MFS INTL EQUITY 3 | 10 |
| MFS MID CAP VALUE CT | 9 |
| MFS GLOBAL EQTY CLASS 3A FUND | 9 |
Top plans served
All 58 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $230K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 46,875 | $8.8B | $289K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other NONE | 40,642 | $8.3B | $432K |
| U.S. BANCORP U.S. BANK DEFINED BENEFIT PENSION PLAN MASTER TRUST | MINNEAPOLIS, MN | Other NONE | — | $7.9B | $1.1M |
| U.S. BANCORP U.S. BANK DEFINED BENEFIT PENSION PLAN MASTER TRUST | MINNEAPOLIS, MN | Other NONE | — | $7.8B | $969K |
| U.S. BANCORP U.S. BANK DEFINED BENEFIT PENSION PLAN MASTER TRUST | ROBBINSDALE, MN | Other NONE | — | $7.3B | $939K |
| XEROX CORPORATION XEROX DEFINED CONTRIBUTION PLAN TRUST | NORWALK, CT | Other NONE | — | $4.0B | $626K |
| XEROX CORPORATION XEROX PARTICIPANT DIRECTED POOL | NORWALK, CT | Other NONE | — | $4.0B | $602K |
| XEROX CORPORATION XEROX PARTICIPANT DIRECTED POOL | NORWALK, CT | Other NONE | — | $3.7B | $651K |
| BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERS WESTERN UNITE HERE AND EMPLOYERS PENSION FUND | SAN FRANCISCO, CA | Other NONE | 68,191 | $3.7B | $42K |
| CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $2.5B | $377K |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA- DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN BASIC BENEFIT PLAN | LOS ANGELES, CA | Other NONE | 7,905 | $2.5B | $345K |
| CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $2.4B | $126K |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA - DIRECTORS GUILD OF AMERICA - PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN | LOS ANGELES, CA | Other NONE | 22,976 | $2.3B | $331K |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA- DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN BASIC BENEFIT PLAN | LOS ANGELES, CA | Other NONE | 7,530 | $2.2B | $394K |
| PHILLIPS 66 COMPANY PHILLIPS 66 RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | 11,317 | $2.2B | $192K |
| PHILLIPS 66 COMPANY PHILLIPS 66 RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | 11,709 | $2.2B | $208K |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA - DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN | LOS ANGELES, CA | Other NONE | 23,032 | $2.2B | $366K |
| PHILLIPS 66 COMPANY PHILLIPS 66 RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | 10,346 | $2.1B | $154K |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA- DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN BASIC BENEFIT PLAN | LOS ANGELES, CA | Other NONE | 8,710 | $2.0B | $432K |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA - DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN | LOS ANGELES, CA | Other NONE | 23,168 | $2.0B | $375K |
| XEROX CORPORATION PENSION ONLY POOL - XEROX CORP. MASTER TRUST | NORWALK, CT | Other NONE | — | $1.9B | $174K |
| XEROX CORPORATION PENSION ONLY POOL - XEROX CORP. MASTER TRUST | NORWALK, CT | Other NONE | — | $1.8B | $228K |
| XEROX CORPORATION PENSION ONLY POOL - XEROX CORP. MASTER TRUST | NORWALK, CT | Other NONE | — | $1.5B | $165K |
| AMERICAN WATER WORKS CO., INC. PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES | CAMDEN, NJ | Other 3RD PARTY | 1,633 | $1.4B | $257K |
| XCEL ENERGY INC. XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,317 | $1.3B | $339K |
| XCEL ENERGY INC XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,262 | $1.3B | $222K |
| XCEL ENERGY INC. XCEL ENERGY PENSION PLAN AND XCEL ENERGY PENSION PLAN FOR BARGAINING EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 7,305 | $1.2B | $308K |
| BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND, OR | Other NONE | 4,749 | $1.0B | $300K |
| BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND, OR | Other NONE | 4,564 | $922.4M | $262K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,953 | $918.9M | $174K |
| XCEL ENERGY INC NEW CENTURY ENERGIES INC RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,942 | $909.1M | $176K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES | MINNEAPOLIS, MN | Other NONE | 1,952 | $860.3M | $159K |
| BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND, OR | Other NONE | 4,497 | $846.1M | $240K |
| PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE, WA | Other NONE | 1,805 | $830.1M | $568K |
| PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE, WA | Other NONE | 1,858 | $785.5M | $549K |
| PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE, WA | Other NONE | 1,911 | $696.9M | $632K |
| BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS & SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES PENSION PLAN | PLEASANTON, CA | Other NONE | 5,292 | $609.6M | $233K |
| TRUSTEES OREGON LABORERS - EMPLOYER PENSION PLAN OREGON LABORERS-EMPLOYERS PENSION PLAN | PORTLAND, OR | Other NONE | 2,346 | $419.9M | $88K |
| TRUSTEES OREGON LABORERS - EMPLOYER PENSION PLAN OREGON LABORERS-EMPLOYERS PENSION PLAN | PORTLAND, OR | Other NONE | 2,335 | $365.2M | $26K |
| LEXMARK INTERNATIONAL, INC. LEXMARK RETIREMENT GROWTH ACCOUNT PLAN MASTER TRUST | LEXINGTON, KY | Other NONE | — | $363.7M | $42K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 868 | $361.6M | $68K |
| XCEL ENERGY INC NEW CENTURY ENERGIES INC RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 847 | $353.2M | $68K |
| XCEL ENERGY INC. NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR SOUTHWESTERN PUBLIC SERVICE CO. BARGAINING UNIT EE AND FORMER NON-BARGAINING UNIT EMPLOYEES | MINNEAPOLIS, MN | Other NONE | 892 | $342.7M | $63K |
| BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT LUMBER INDUSTRY PENSION PLAN | SEATTLE, WA | Other NONE | 0 | $255.2M | $29K |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 933 | $196.1M | $45K |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 893 | $194.3M | $42K |
| XCEL ENERGY INC. XCEL ENERGY INC. NON-BARGAINING PENSION PLAN (SOUTH) | MINNEAPOLIS, MN | Other NONE | 895 | $184.1M | $38K |
| BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT CIC-TOC PENSION PLAN | SEATTLE, WA | Other NONE | 42 | $183.5M | $45K |
| BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT CIC-TOC PENSION PLAN | SEATTLE, WA | Other NONE | 49 | $181.2M | $44K |
| BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT CIC-TOC PENSION PLAN | SEATTLE, WA | Other NONE | 61 | $177.3M | $23K |
| BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT LUMBER INDUSTRY PENSION PLAN | SEATTLE, WA | Other NONE | 81 | $158.8M | $31K |
| BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT LUMBER INDUSTRY PENSION PLAN | SEATTLE, WA | Other NONE | 0 | $152.3M | $17K |
| SUNCOR ENERGY (U.S.A.) INC. SUNCOR ENERGY US PENSION PLAN | COMMERCE CITY, CO | Other NONE | 574 | $93.7M | $197K |
| BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EMPLOYEES PENSION PLAN | SHEBOYGAN FALLS, WI | Advisor / Consultant INVESTMENT ADVISOR | 788 | $84.0M | $16K |
| BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EMPLOYEES PENSION PLAN | SHEBOYGAN FALLS, WI | Advisor / Consultant INVESTMENT ADVISOR | 828 | $78.2M | $44K |
| BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EMPLOYEES PENSION PLAN | SHEBOYGAN FALLS, WI | Advisor / Consultant INVESTMENT ADVISOR | 767 | $60.0M | $13K |
| BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS & SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES PENSION PLAN | PLEASANTON, CA | Other NONE | 0 | $0 | $200K |