Filings through .
MFS Institutional Advisors
Matched across 8 name variants in the filings
MFS Institutional Advisors at a glance
MFS Institutional Advisors appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $127.5B in assets for 1,089,035 participants. The median client plan holds $4.6B. Most client plans are sponsored in NY, PA and NJ. The largest clients by plan assets are CVS Health Corporation, Citigroup Inc. and Bank of America Corporation. Plans reported $12.5M in direct and indirect compensation paid to MFS Institutional Advisors, a median of $375K per plan.
- Participants
- 1,089,035
- Median plan assets
- $4.6B
- Median plan participants
- 28,803
- Median fees per plan
- $375K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| CVS Health Corporation | RI | $34.8B | 379,925 |
| Citigroup Inc. | CT | $26.9B | 117,332 |
| Bank of America Corporation | RI | $19.9B | 154,763 |
| Nokia of America Corporation | NJ | $9.9B | 24,701 |
| Steelworkers Pension Trust | PA | $8.1B | 124,466 |
| Pepsico, Inc. | NY | $6.6B | 47,771 |
| Toyota Motor North America, Inc. | TX | $4.8B | 14,152 |
| Pepsico, Inc. | NY | $4.6B | 82,726 |
| Pinnacle West Capital Corporation | AZ | $3.2B | 15,617 |
| Northwell Health, Inc. | NY | $2.9B | 46,906 |
| Board of Trustees - Southern Electrical Retirement Fund | TN | $2.5B | 28,803 |
| Saint-Gobain Delaware Corporation | PA | $1.7B | 21,780 |
| UFCW Union & Participating Food Industry Employers Tri-State Pension F | PA | $896M | 27,068 |
| Tiffany and Company | NY | $571M | 2,631 |
| Otsuka America Pharmaceutical, Inc. | NJ | $137M | 394 |
Top client states
- NY4 plans
- PA3 plans
- NJ2 plans
- RI2 plans
- AZ1 plan
Frequently asked questions
- Who uses MFS Institutional Advisors?
- 15 retirement plans list MFS Institutional Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include CVS Health Corporation, Citigroup Inc., Bank of America Corporation, Nokia of America Corporation and Steelworkers Pension Trust. Most client plans are sponsored in NY, PA and NJ.
- How many plans does MFS Institutional Advisors serve?
- MFS Institutional Advisors serves 15 retirement plans with $127.5B in plan assets and 1,089,035 participants, based on the latest Form 5500 filings through 2024.
- What does MFS Institutional Advisors charge?
- Plans reported $12.5M in total Schedule C compensation paid to MFS Institutional Advisors. The median plan paid $375K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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