MFS
MFS Blended Research Core Equity Fund I
Ticker MUSEX · Separate account · Share class: Class ILow 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
2 with $250K or more
Dollars held
$3.2M
69,860 of 69,862 plans with fund lines hold none
Median per plan
$2.5M
Share of their fund dollars
3.7%
Other share classes of this fund
33 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
1 plan
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Den Hartog Industries, Inc. 401(k) Retirement Plan$5M-$50M Share class change | $620K to $730K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Blended Research Core Equity Fund I
The largest 10 plans in each list.
| Plumbers and Pipefitters Local 773 Annunity Fund$58.4M plan · Trustees of Plumbers and Pipefitters Local 773 Annuity Fund, NY · Empower | $2.5M |
| Den Hartog Industries, Inc. 401(k) Retirement Plan$30.4M plan · Den Hartog Industries, Inc., IA · Empower | $730K |
Plans whose filed schedule lists MFS Blended Research Core Equity Fund I.
How the filings spell it
Show 2 names seen in the filings
- MFS Blended Research Core Equity
- MFS Blended Research Core Equity I