MFS INSTITUTIONAL
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
102
Active participants
2,020,149
Total plan assets
$1.1T
Filings (rows)
102
Direct comp
$93.0M
Indirect comp
$0
Aggregating 2 name variants under "MFS INSTITUTIONAL"
SERVICES PROVIDED
Other97
Advisor / Consultant5
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MFS MID CAP VALUE | 3 |
Top plans served
All 102 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $73.5B | $5.1M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $71.5B | $4.2M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE, WA | Other SERVICE PROVIDER | — | $62.9B | $4.2M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $49.9B | $2.1M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $48.9B | $2.1M |
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE, WA | Other SERVICE PROVIDER | — | $46.2B | $2.0M |
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $44.4B | $1.9M |
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $43.6B | $2.7M |
| RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON, CT | Other NONE | — | $42.1B | $1.3M |
| VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE, NJ | Other NONE | — | $41.1B | $483K |
| CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET, RI | Other NONE | 313,966 | $30.1B | $3.1M |
| CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET, RI | Other NONE | 240,493 | $27.6B | $2.6M |
| CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET, RI | Other NONE | 265,760 | $24.2B | $2.0M |
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 74,487 | $23.2B | $804K |
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 79,128 | $20.7B | $815K |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 53,831 | $19.2B | $790K |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 51,062 | $19.0B | $836K |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 56,219 | $18.8B | $819K |
| CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD, CT | Other NONE | 78,295 | $17.4B | $798K |
| MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY, NJ | Other NONE | — | $14.6B | $372K |
| MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY, NJ | Other NONE | — | $12.9B | $160K |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Other NONE | 0 | $12.6B | $1.3M |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $12.5B | $1.2M |
| CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | SAN RAMON, CA | Other NONE | — | $12.3B | $1.5M |
| CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON, TX | Other NONE | — | $12.2B | $1.7M |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Other NONE | 0 | $12.0B | $1.1M |
| MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY, NJ | Other N/A | — | $11.6B | $1.2M |
| CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | SAN RAMON, CA | Other NONE | — | $11.3B | $1.2M |
| MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY, NJ | Other N/A | — | $11.3B | $1.2M |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 15,906 | $10.6B | $198K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 17,283 | $10.5B | $185K |
| MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY, NJ | Other N/A | — | $10.5B | $1.4M |
| LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST | LOS ALAMOS, NM | Other NONE | — | $10.4B | $2.0M |
| LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST | LOS ALAMOS, NM | Other NONE | — | $10.2B | $2.0M |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 14,217 | $10.0B | $209K |
| NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL, NJ | Other NONE | 6,331 | $9.8B | $1.1M |
| LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST | LOS ALAMOS, NM | Other NONE | — | $9.7B | $2.2M |
| NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL, NJ | Other NONE | 7,104 | $9.1B | $1.1M |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $345K |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 46,875 | $8.8B | $166K |
| NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL, NJ | Other NONE | 7,326 | $8.2B | $1.2M |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 12,289 | $7.7B | $1.2M |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 11,289 | $7.6B | $1.1M |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 43,601 | $7.2B | $1.1M |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 10,017 | $6.8B | $1.1M |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 46,104 | $6.6B | $1.4M |
| STEELWORKERS PENSION TRUST STEELWORKERS PENSION TRUST | PITTSBURGH, PA | Other NONE | 54,503 | $5.9B | $1.4M |
| SIEMENS MEDICAL SOLUTIONS USA, INC. MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS | MALVERN, PA | Other NONE | — | $5.7B | $1.5M |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Other NONE | 9,682 | $5.4B | $650K |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Other NONE | 10,546 | $5.4B | $911K |
| AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD, CT | Other NONE | 9,117 | $5.2B | $182K |
| SIEMENS MEDICAL SOLUTIONS USA, INC. MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS | MALVERN, PA | Other NONE | — | $5.1B | $1.3M |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 5,129 | $4.9B | $1.1M |
| WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA, GA | Other NONE | — | $4.8B | $657K |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 4,646 | $4.6B | $593K |
| TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO, TX | Other N/A | 4,644 | $4.5B | $1.2M |
| WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA, GA | Other NONE | — | $4.5B | $528K |
| MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK, NY | Other NONE | 7,319 | $4.4B | $297K |
| MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK, NY | Other NONE | 7,766 | $4.3B | $646K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 72,315 | $4.3B | $1.2M |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 73,116 | $4.2B | $1.3M |
| WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA, GA | Other NONE | — | $4.0B | $494K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 67,389 | $3.9B | $1.3M |
| AMERICAN HONDA MOTOR COMPANY, INC. AMERICAN HONDA MASTER TRUST | TORRANCE, CA | Other FIDUCIARY | — | $3.9B | $974K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 6,044 | $3.3B | $134K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 5,824 | $3.2B | $142K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 6,307 | $3.1B | $77K |
| THE HEARST CORPORATION THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS | CHARLOTTE, NC | Other NONE | — | $2.9B | $332K |
| NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN | WESTBURY, NY | Other NONE | 26,078 | $2.8B | $371K |
| THE HEARST CORPORATION THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS | CHARLOTTE, NC | Other NONE | — | $2.8B | $494K |
| NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN | WESTBURY, NY | Other NONE | 26,950 | $2.7B | $365K |
| THE HEARST CORPORATION THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS | CHARLOTTE, NC | Other NONE | — | $2.5B | $439K |
| SAINT-GOBAIN DELAWARE CORPORATION SAINT-GOBAIN RETIREMENT INCOME PLAN | MALVERN, PA | Other NONE KNOWN | 12,307 | $2.4B | $395K |
| SAINT-GOBAIN DELAWARE CORPORATION SAINT-GOBAIN RETIREMENT INCOME PLAN | MALVERN, PA | Other NONE KNOWN | 11,676 | $2.3B | $702K |
| BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE, TN | Other NONE | 13,044 | $2.2B | $156K |
| NISSAN NORTH AMERICA, INC. NISSAN NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN MASTER TRUST | FRANKLIN, TN | Other NONE | — | $2.1B | $200K |
| NISSAN NORTH AMERICA, INC. NISSAN NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN MASTER TRUST | FRANKLIN, TN | Other NONE | — | $2.0B | $9K |
| BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE, TN | Other NONE | 11,461 | $1.9B | $182K |
| NISSAN NORTH AMERICA, INC. NISSAN NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN MASTER TRUST | FRANKLIN, TN | Other NONE | — | $1.9B | $197K |
| BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE, TN | Other NONE | 11,228 | $1.7B | $188K |
| UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR INSURANCE BENEFITS | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGEMENT | 13,753 | $1.6B | $212K |
| SIEMENS CORPORATION SIEMENS PENSION PLAN | ISELIN, NJ | Other NONE | 4,187 | $1.5B | $96K |
| SIEMENS CORPORATION SIEMENS PENSION PLAN | ISELIN, NJ | Other NONE | 4,505 | $1.5B | $184K |
| UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 6,739 | $872.0M | $80K |
| SIEMENS MEDICAL SOLUTIONS USA, INC. MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. PENSION PLANS | MALVERN, PA | Other NONE | — | $819.6M | $15K |
| THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS MASTER INVESTMENT TRUST | EAGAN, MN | Other NONE | — | $696.2M | $532K |
| TIFFANY AND COMPANY TIFFANY AND COMPANY PENSION PLAN | NEW YORK, NY | Other NONE | 850 | $607.3M | $524K |
| TIFFANY AND COMPANY TIFFANY AND COMPANY PENSION PLAN | NEW YORK, NY | Other NONE | 745 | $606.3M | $363K |
| TIFFANY AND COMPANY TIFFANY AND COMPANY PENSION PLAN | NEW YORK, NY | Other NONE | 819 | $602.8M | $331K |
| THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS MASTER INVESTMENT TRUST | EAGAN, MN | Other NONE | — | $574.6M | $529K |
| THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS MASTER INVESTMENT TRUST | EAGAN, MN | Other NONE | — | $443.4M | $632K |
| UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 5,055 | $267.5M | $70K |
| UFCW UNION & PARTICIPATING FOOD INDUSTRY TRI-STATE PENSION FUND UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING, PA | Other NONE | 4,402 | $234.7M | $61K |
| SHAWS SUPERMARKETS INC SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES | BOISE, ID | Other NONE | 5,215 | $229.7M | $102K |
| SHAWS SUPERMARKETS INC SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES | BOISE, ID | Other NONE | 5,418 | $229.6M | $75K |
| SHAWS SUPERMARKETS INC SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES | BOISE, ID | Other NONE | 5,305 | $222.7M | $129K |
| OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 77 | $132.7M | $7K |
| OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 83 | $126.3M | $8K |
| OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON, NJ | Advisor / Consultant INVESTMENT ADVISOR | 88 | $113.8M | $12K |
| UNITED SUPERMARKETS, L.L.C. RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. | LUBBOCK, TX | Other NONE | 706 | $31.0M | $8K |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN A | PURCHASE, NY | Other NONE | 0 | $0 | $158K |
| NORTHWELL HEALTH, INC. NORTHWELL HEALTH CASH BALANCE PLAN | WESTBURY, NY | Other NONE | 0 | $0 | $603K |