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MFS

MFS Blended Research Core Equity Fund R4

Ticker MUEUX · 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
5
1 with $250K or more
Dollars held
$748K
69,857 of 69,862 plans with fund lines hold none
Median per plan
$25K
Share of their fund dollars
1.1%

Other share classes of this fund

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

ClassCost tierPlansDollars
Class R3MUETXRetail / revenue sharing12$11.7M
Class R6MUEVXLow cost19$7.0M
Class R2MUESXRetail / revenue sharing10$4.4M
Class IMUSEXLow cost2$3.2M
Class AMUEAXRetail / revenue sharing6$2.8M
Class R4 (this page)MUEUXMid cost5$748K

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 MFS Blended Research Core Equity Fund R4

The largest 10 plans in each list.

Win-Holt Equipment Corporation 401(k) Savings Plan$8.0M plan · Win-Holt Equipment Corporation, NY · Fidelity (FMR)$674K
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan$33.0M plan · Newcomb Oil Co., LLC, KY · Transamerica (Aegon)$34K
Winchester Cardiology and Vascular Medicine, P. C. 401(k) Profit Sharing Plan$26.2M plan · Winchester Cardiology & Vascular Medicine, P.C., VA · Empower$25K
Multistack, LLC 401(k) Plan$9.9M plan · Multistack LLC, WI · Transamerica (Aegon)$9K
Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan$5.7M plan · Morrow Memorial Home, WI · Transamerica (Aegon)$6K

Plans whose filed schedule lists MFS Blended Research Core Equity Fund R4.

How the filings spell it

Show 2 names seen in the filings
  • MFS Blended Research Core Equity
  • MFS Blended Research Core Equity R4