MFS
Massachusetts Investors Trust R4
Ticker MITDX · Mutual fund · Share class: Class R4Mid cost
Matched by tickerAll MFS (Sun Life) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
1
1 with $250K or more
Dollars held
$615K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$615K
Share of their fund dollars
1.0%
Other share classes of this fund
9 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InvestorMITHX | Mid cost | 2 | $19.5M |
| Class R6MITJX | Low cost | 6 | $2.8M |
| Class AMITTX | Retail / revenue sharing | 6 | $1.0M |
| Class R4 (this page)MITDX | Mid cost | 1 | $615K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Massachusetts Investors Trust R4
The largest 10 plans in each list.
| LF Distribution Holding 401(k) Plan$65.2M plan · LF Distribution Holding Inc., NY · Fidelity (FMR) | $615K |
Plans whose filed schedule lists Massachusetts Investors Trust R4.
How the filings spell it
No other spellings recorded.