MFS
Massachusetts Investors Trust R3
Ticker MITHX · Mutual fund · Share class: Class InvestorMid 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
2
1 with $250K or more
Dollars held
$19.5M
69,860 of 69,862 plans with fund lines hold none
Median per plan
$19.3M
Share of their fund dollars
9.8%
Other share classes of this fund
9 plans hold a costlier class of this fund than the cheapest class held in the data.
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 R3
The largest 10 plans in each list.
| Colonial Group, Inc. Retirement Savings Plan$202M plan · Colonial Group, Inc., GA · Principal | $19.3M |
| Community Health and Counseling Services Discretionary Profit Sharing 401(a)$7.7M plan · Community Health & Counseling Services, ME · Fidelity (FMR) | $210K |
Plans whose filed schedule lists Massachusetts Investors Trust R3.
How the filings spell it
No other spellings recorded.