MFS

MFS Blended Research Core Equity Fund A

Ticker MUEAX · Mutual fund · Share class: Class ARetail / revenue sharing

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 Oct 29, 2026.

Plans holding

3 with $250K or more

Dollars held

$2.8M

69,856 of 69,862 plans with fund lines hold none

Median per plan

$526K

Share of their fund dollars

<0.1%

Other share classes of this fund

33 plans hold a costlier class of this fund than the cheapest class held in the data.

Class	Cost tier	Plans	Dollars
Class R3MUETX	Retail / revenue sharing	12	$11.7M
Class R6MUEVX	Low cost	19	$7.0M
Class R2MUESX	Retail / revenue sharing	10	$4.4M
Class IMUSEX	Low cost	2	$3.2M
Class A (this page)MUEAX	Retail / revenue sharing	6	$2.8M
Class R4MUEUX	Mid cost	5	$748K

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

1 plan

to another class or vehicle

Plans that moved out of it to another class or vehicle
Plan	Change	Fund	Year-end value
Den Hartog Industries, Inc. 401(k) Retirement Plan$5M-$50M Share class change MFS Blended Research Core Equity Fund A to MFS Blended Research Core Equity Fund I	Share class change	MFS Blended Research Core Equity Fund A to MFS Blended Research Core Equity Fund I	$620K to $730K

Stable value and insurance contract lines, renames and class changes are not counted.

The largest 10 plans in each list.

					Share class held
Artech, LLC 401(k) Savings Plan$84.2M plan · Artech LLC, NJ · John Hancock (Manulife)	John Hancock (Manulife)	$84.2M	$1.5M	1.8%	Class A Possible retail class
Resortcom International 401(k) Plan$9.3M plan · Resortcom International, LLC, NV · Transamerica (Aegon)	Transamerica (Aegon)	$9.3M	$587K	6.3%	Class A Possible retail class
Mindlance Inc 401(k) Plan$13.8M plan · Mindlance Inc, NJ · Transamerica (Aegon)	Transamerica (Aegon)	$13.8M	$526K	3.8%	Class A Possible retail class
Fitt Scientific 401(k) Plan$7.9M plan · Fitt Scientific, LLC, VA · John Hancock (Manulife)	John Hancock (Manulife)	$7.9M	$140K	1.8%	Class A Possible retail class
Alpha Consulting LLC 401(k) Profit Sharing Plan & Trust$11.5M plan · Alpha Consulting LLC, NJ · John Hancock (Manulife)	John Hancock (Manulife)	$11.5M	$20K	0.2%	Class A Possible retail class
Fidelity Retirement Savings Plan$40.9B plan · FMR LLC, MA · Fidelity (FMR)	Fidelity (FMR)	$40.9B	$15K	0.0%	Class A Possible retail class

Plans whose filed schedule lists MFS Blended Research Core Equity Fund A.

Show 4 names seen in the filings