MFS INVEST
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
64
Active participants
97,106
Total plan assets
$37.8B
Filings (rows)
67
Direct comp
$4.0M
Indirect comp
$0
Aggregating 5 name variants under "MFS INVEST"
SERVICES PROVIDED
Other56
Advisor / Consultant7
Broker1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MFS INTERNATIONAL GROWTH EQUITY CL | 4 |
| MFS MID CAP VALUE FUND - CLASS 2W | 3 |
| MFS MID CAP GROWTH FUND CLASS 3C | 3 |
| MFS LARGE CAP VALUE CIT | 3 |
| MFS INTERNATIONAL GROWTH EQUITY CIT | 3 |
| MFS GROWTH EQUITY CIT CLASS 4 | 3 |
| MFS HERITAGE TR CO COLLECTIVE INVT | 3 |
| MFS INTERNATIONAL EQUITY 3A | 3 |
| MFS INTERNATIONAL DIVERSIFICATIONFD | 2 |
| MFS LARGE CAP VALUE CIT CLASS CT | 2 |
| MFS MID CAP GROWTH FUND; CLASS 4 | 2 |
| MFS INTERNATIONAL EQUITY CIT; CL3 | 2 |
| MFS INTERNATIONAL EQUITY CIT CL 7C | 2 |
| MFS MID CAP VALUE FUND CT | 2 |
| MFS INTERNATIONAL GROWTH FUND CL 2 | 2 |
| MFS GROWTH EQUITY FUND CL L | 2 |
| MFSINTRNATIONLEQUITYCIT3A | 2 |
| MFS MID CAP GROWTH FUND CT | 2 |
| MFS INTERNATIONAL GROWTH EQ CIT-CL | 2 |
| MFS MID CAP GROWTH FUND; CLASS 2 | 2 |
| MFS INTERNATIONAL EQUITY CIT CL 2 | 1 |
| MFS INTL EQUITY CIT; CLASS 3A | 1 |
| MFS MID CAP VALUE R4 | 1 |
| PSA | 1 |
| MFS LARGE CAP VAL 6B | 1 |
Top plans served
Showing top 67 of 64 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | MORRISTOWN, NJ | Advisor / Consultant INVESTMENT MANAGER | 0 | $8.5B | $524K |
| SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | BRIDGEWATER, NJ | Advisor / Consultant INVESTMENT MANAGER | 0 | $7.8B | $848K |
| SANOFI-AVENTIS US LLC SANOFI US GROUP SAVINGS MASTER TRUST | BRIDGEWATER, NJ | Advisor / Consultant INVESTMENT MANAGER | 0 | $6.8B | $746K |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY MASSMUTUAL PENSION PLAN | SPRINGFIELD, MA | Other INVESTMENT PROVIDER | 14,462 | $2.5B | $0 |
| BATTELLE MEMORIAL INSTITUTE PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE | COLUMBUS, OH | Other NONE | 5,310 | $1.8B | $480K |
| CAMPBELL SOUP COMPANY CAMPBELL PENSION PLANS MASTER RETIREMENT TRUST | CAMDEN, NJ | Other NONE | — | $1.3B | $675K |
| CAMPBELL SOUP COMPANY CAMPBELL PENSION PLANS MASTER RETIREMENT TRUST | CAMDEN, NJ | Other NONE | — | $1.3B | $326K |
| BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD, OH | Other INVESTMENT PROVIDER | 2,619 | $671.0M | $0 |
| BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD, OH | Other INVESTMENT PROVIDER | 2,292 | $614.2M | $0 |
| BD OF TEES OF STEAMFITTERS LU NO 420 SRP STEAMFITTERS LOCAL UNION NO. 420 SRP | PHILADELPHIA, PA | Broker SECURITIES BROKER | 6,295 | $586.6M | $0 |
| BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD, OH | Other INVESTMENT PROVIDER | — | $545.7M | $0 |
| AAAA RETIRE. FUND FOR MEM. AGENCIES 103-12-IE | CHARLOTTE, NC | Other N/A | — | $420.1M | $0 |
| AAAA RETIRE. FUND FOR MEM. AGENCIES 103-12-IE | CHARLOTTE, NC | Other N/A | — | $399.2M | $0 |
| AAAA RETIREMENT FUND FOR MEMBER AGENCIES 103-12-IE | CHARLOTTE, NC | Other N/A | — | $375.9M | $0 |
| PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE, CA | Advisor / Consultant INVESTMENT MANAGEMENT | 12,260 | $351.0M | $0 |
| COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN | BOWLING GREEN, KY | Advisor / Consultant INVESTMENT MANAGEMENT | 915 | $185.2M | $9K |
| STATER BROS. MARKETS PENSION PLAN FOR SALARIED EMPLOYEES OF STATER BROS. MARKETS | SAN BERNARDINO, CA | Advisor / Consultant INVESTMENT MANAGER | 856 | $178.7M | $12K |
| BEYOND NEW HORIZONS AEDC CONTRACTORS EMPLOYEE PENSION PLAN | ARNOLD AFB, TN | Other NONE | 393 | $175.1M | $11K |
| BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475 STEAMFITTERS SURETY FUND LOCAL UNION NO 475 | WARREN, NJ | Other INVESTMENT PROVIDER | 1,582 | $174.7M | $0 |
| BOARD OF TRUSTEES OF THE UFCW NATIONAL HEALTH AND WELFARE FUND UFCW NATIONAL HEALTH AND WELFARE FUND | ENGLEWOOD, NJ | Other NONE | 9,018 | $170.7M | $54K |
| NATIONAL AEROSPACE SOLUTIONS AEDC CONTRACTORS EMPLOYEE PENSION PLAN | ARNOLD AFB, TN | Other NONE | 433 | $168.4M | $13K |
| COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN COMMONWEALTH HEALTH CORPORATION RESTATED RETIREMENT PLAN | BOWLING GREEN, KY | Other NONE | 915 | $165.4M | $11K |
| BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475 STEAMFITTERS SURETY FUND LOCAL UNION NO 475 | WARREN, NJ | Other INVESTMENT PROVIDER | 1,484 | $165.2M | $0 |
| CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE, NY | Other NONE | 551 | $160.0M | $19K |
| CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE, NY | Other NONE | 477 | $156.9M | $15K |
| CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE, NY | Other NONE | 600 | $155.0M | $21K |
| BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475 STEAMFITTERS SURETY FUND LOCAL UNION NO 475 | WARREN, NJ | Other INVESTMENT PROVIDER | 1,432 | $152.3M | $0 |
| BOARD OF TRUSTEES OF THE UFCW NATIONAL HEALTH AND WELFARE FUND UFCW NATIONAL HEALTH AND WELFARE FUND | ENGLEWOOD, NJ | Other NONE | 9,088 | $141.6M | $58K |
| STEPAN COMPANY STEPAN COMPANY TRUST FOR QUALIFIED PLANS | NORTHBROOK, IL | Other NONE | — | $136.7M | $14K |
| BOCA RATON REGIONAL HOSPITAL, INC. BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN | BOCA RATON, FL | Other NONE | 416 | $108.9M | $18K |
| BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 164 | $99.6M | $7K |
| BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 152 | $99.4M | $6K |
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | LANSING, MI | Other INVESTMENT PROVIDER | 502 | $98.3M | $0 |
| BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 172 | $90.3M | $12K |
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | LANSING, MI | Other INVESTMENT PROVIDER | 495 | $85.7M | $0 |
| COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE, PA | Other NONE | 155 | $80.2M | $6K |
| HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN I | CHELMSFORD, MA | Other INV MGMT | 20 | $79.9M | $23K |
| BOCA RATON REGIONAL HOSPITAL, INC. BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN | BOCA RATON, FL | Other NONE | 388 | $76.5M | $24K |
| BOCA RATON REGIONAL HOSPITAL, INC. BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN | BOCA RATON, FL | Other NONE | 358 | $74.7M | $22K |
| COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE, PA | Other NONE | 189 | $73.8M | $8K |
| SPRINKLER FITTERS AND APPRENTICES LOCAL 704 SPRINKLER FITTERS AND APPRENTICES LOCAL 704 DEFINED CONTRIBUTION PENSION FUND PLAN | LANSING, MI | Other INVESTMENT PROVIDER | 538 | $71.3M | $0 |
| BOARD OF TRUSTEES SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN | CAMP SPRINGS, MD | Other | 15,748 | $55.5M | $0 |
| COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE, GA | Other INVESTMENT PROVIDER | 165 | $51.6M | $0 |
| COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE, GA | Other INVESTMENT PROVIDER | 165 | $51.6M | $0 |
| CHART INDUSTRIES, INC. THE CHART PENSION PLAN | BALL GROUND, GA | Other INVESTMENT PROVIDER | 151 | $49.1M | $0 |
| DOREL JUVENILE GROUP, INC. DOREL JUVENILE GROUP, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES | COLUMBUS, IN | Other INVESTMENT PROVIDER | 262 | $31.1M | $0 |
| HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN II | CHELMSFORD, MA | Other INV MGMT | 7 | $30.8M | $12K |
| DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE, GA | Other INVESTMENT PROVIDER | 137 | $29.3M | $0 |
| GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY GPM HOME OFFICE EMPLOYEES RETIREMENT PLAN | SAN ANTONIO, TX | Other INVESTMENT PROVIDER | 126 | $28.1M | $0 |
| HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN II | CHELMSFORD, MA | Other INV MGMT | 7 | $27.9M | $10K |
| HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN II | CHELMSFORD, MA | Other INV MGMT | 10 | $24.5M | $11K |
| MILKEN INSTITUTE MILKEN INSTITUTE 403(B) PLAN | SANTA MONICA, CA | Other INVESTMENT PROVIDER | 200 | $22.5M | $0 |
| COUNCIL OF CHIEF STATE SCHOOL COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN | WASHINGTON, DC | Other INVESTMENT PROVIDER | 67 | $21.2M | $0 |
| COUNCIL OF CHIEF STATE SCHOOL OFFICERS COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN | WASHINGTON, DC | Other INVESTMENT PROVIDER | — | $19.4M | $0 |
| DELL RETIREMENT SERVICES INC SHANNONDELL RETIREMENT SAVINGS PLAN | AUDUBON, PA | Other INVESTMENT PROVIDER | 644 | $13.6M | $0 |
| VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE OF JUSTICE TAX SHELTERED ANNUITY PLAN | BROOKLYN, NY | Other INVESTMENT PROVIDER | 290 | $13.1M | $0 |
| CLEVELAND HARDWARE & FORGING CO CLEVELAND HARDWARE AND FORGING CO. PROFIT SHARING | GREEN BAY, WI | Other INVESTMENT PROVIDER | 81 | $9.1M | $0 |
| BOSMA INDUSTRIES FOR THE BLIND BOSMA INDUSTRIES FOR THE BLIND, INC. 403(B) PLAN | INDIANAPOLIS, IN | Other INVESTMENT PROVIDER | 181 | $8.6M | $0 |
| ENDEAVOR SCHOOLS, LLC ENDEAVOR SCHOOLS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI, FL | Other INVESTMENT PROVIDER | 1,473 | $7.5M | $0 |
| VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE PENSION PLAN | BROOKLYN, NY | Other NONE | 142 | $6.6M | $0 |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 201 | $6.5M | $0 |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 201 | $6.5M | $0 |
| AMERICAN HOUSE MANAGEMENT COMPANY, LLC AMERICAN HOUSE 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT MANAGEMENT | 2,223 | $6.3M | $37K |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 207 | $5.9M | $0 |
| MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. MCKENZIE COUNTY HEALTHCARE SYSTEMS, INC. 403(B) PLAN | WATFORD CITY, ND | Other INVESTMENT PROVIDER | 207 | $5.9M | $0 |
| EASTER SEALS SOUTH FLORIDA, INC. EASTER SEALS SOUTH FLORIDA, INC. EMPLOYEES' SAVINGS PLAN | MIAMI, FL | Other INVESTMENT PROVIDER | 253 | $1.2M | $0 |
| UMLAUT, INC. UMLAUT GROUP 401(K) PLAN | SOUTHFIELD, MI | Other INVESTMENT PROVIDER | 0 | $0 | $0 |