113 retirement plans list MFS Funds as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ascensus, LLC., Fluence Energy, LLC, Upgrade Inc., Commonwealth Emergency and G3 Technologies Inc. Most client plans are sponsored in NC, TX and MA.

How many plans does MFS Funds serve?

MFS Funds serves 113 retirement plans with $2.7B in plan assets and 54,970 participants, based on the latest Form 5500 filings through 2024.

What does MFS Funds charge?

The Schedule C filings for MFS Funds's client plans report no direct or indirect compensation amounts. Small plans that file Form 5500-SF do not file Schedule C, so their fees are not in public filings.

MFS Funds 401(k) Clients: 113 Plans, $2.7B (2024)

MFS Funds at a glance

MFS Funds appears on 113 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.7B in assets for 54,970 participants. The median client plan holds $14.4M. Most client plans are sponsored in NC, TX and MA. The largest clients by plan assets are Ascensus, LLC., Fluence Energy, LLC and Upgrade Inc..

Participants: 54,970
Median plan assets: $14.4M
Median plan participants: 249
Median fees per plan: $0; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Ascensus, LLC.	PA	$716M	5,762
Fluence Energy, LLC	VA	$104M	959
Upgrade Inc.	CA	$80.0M	1,840
Commonwealth Emergency	TX	$73.1M	180
G3 Technologies Inc	MD	$64.0M	308
Visionist, Inc	MD	$56.9M	211
Pugh Lubricants LLC	NC	$41.7M	915
Computer Systems Center Inc	VA	$41.0M	240
Rose Companies Employer, LLC	OH	$38.9M	291
Ahresty Wilmington Corporation	OH	$38.5M	738
Klarna, Inc.	OH	$38.2M	537
Apr Supply Company	PA	$34.9M	527
Liberty Lift Solutions, LLC	TX	$32.2M	907
Infinite Legacy, Inc.	MD	$32.2M	408
Case & Associates Properties, Inc.	OK	$30.4M	685
Bridgeview Eye Partners	IN	$30.0M	1,280
The Freedom Forum, Inc.	DC	$29.4M	151
Alogent Holdings, Inc.	GA	$29.3M	249
Economic Modeling, LLC	ID	$29.0M	491
Polymer Technology Systems, Inc.	IN	$28.6M	261
Vanguard Direct, Inc.	NY	$28.5M	160
Sar Trilogy, LLC	GA	$28.1M	270
Las Vegas Review Journal. Inc	NV	$28.0M	381
Blower-Dempsay Corporation	CA	$27.5M	308
Aer Lingus Limited	NY	$27.3M	114

Top client states

NC11 plans
TX9 plans
MA8 plans
MD7 plans
CA6 plans

Frequently asked questions

Who uses MFS Funds?: 113 retirement plans list MFS Funds as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ascensus, LLC., Fluence Energy, LLC, Upgrade Inc., Commonwealth Emergency and G3 Technologies Inc. Most client plans are sponsored in NC, TX and MA.
How many plans does MFS Funds serve?: MFS Funds serves 113 retirement plans with $2.7B in plan assets and 54,970 participants, based on the latest Form 5500 filings through 2024.
What does MFS Funds charge?: The Schedule C filings for MFS Funds's client plans report no direct or indirect compensation amounts. Small plans that file Form 5500-SF do not file Schedule C, so their fees are not in public filings.

Market position · 2024

Plans served113+12 YoYRank #177 of mapped providers

Assets under administration$2.7B0.0%Share of filed assets - rank #3158

Fees received$0Median $0/planSum across Schedule C direct + indirect

Net wins YoY+418 won - 14 lostPlan-level switch detection

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