MFS Funds
advisor46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served122-6 YoYRank #167 of mapped providers
Assets under administration$19.7B0.0%Market share · rank #686
Fees received$2MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-220 won · 22 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MFS Funds plan look like?
Service mix · median fees per plan
Count of plans where MFS Funds ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 113 | $0 | |
Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Redemption fees; Investment management fees paid indirectly by plan; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Trustee (bank, trust company, or similar financial institution); Float revenue; Participant loan processing; Investment advisory (plan); Direct payment from the plan; Recordkeeping fees; Shareholder servicing feesCode 15 | 4 | $0 | |
Investment advisory (plan)Code 27 | 1 | $20,756 | |
Direct payment from the planCode 50 | 1 | $89,193 | |
Investment management fees paid directly by planCode 51 | 1 | $27,207 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Distribution (12b-1) fees; Shareholder servicing feesCode 59 | 1 | $0 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of MFS Funds's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MFS Funds.
| Sponsor | From | Assets |
|---|---|---|
DINE' DEVELOPMENT CORPORATIONAZ · 770651649-001 | John Hancock | $42M |
APR SUPPLY COMPANYPA · 231954135-001 | Invesco | $30M |
CASE & ASSOCIATES PROPERTIES, INC.OK · 731180117-001 | Transamerica | $27M |
POLYMER TECHNOLOGY SYSTEMS, INC.IN · 351895358-001 | T. Rowe Price | $26M |
HEALTHMAP SOLUTIONS, INC.FL · 463618409-001 | T. Rowe Price | $16M |
IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOMEIL · 370673512-003 | Ascensus | $15M |
SMT, INC.NC · 341787123-001 | (new plan) | $12M |
OVERSEAS HARDWOODS COMPANYAL · 630709276-001 | Employee Fiduciary, LLC | $12M |
GEO-HYDRO ENGINEERS, INC.GA · 581393781-001 | (new plan) | $12M |
ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENTCO · 841383042-001 | T. Rowe Price | $10M |
Plans lost in 2024
Appeared last year under MFS Funds; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-001 | Delta Dental | $2.3B |
SAN DIEGO GAS & ELECTRIC COMPANYCA · 951184800-002 | eVestment Alliance | $831M |
SEMPRACA · 330732627-001 | WTW | $227M |
STATER BROS. MARKETSCA · 952586175-004 | Columbia Investment Management | $151M |
UNITED REFINING COMPANYPA · 251411751-002 | LVBW LLP | $103M |
VIANT TECHNOLOGY LLCCA · 811358701-001 | Franklin Templeton | $36M |
PATHAI, INC.MA · 811778508-001 | Commonwealth Financial Network | $35M |
BRYANT BANKAL · 202960984-001 | T. Rowe Price | $34M |
ASSOC OF THE UNITED STATES ARMY INCVA · 530193361-002 | Metzler Locricchio Serra & Co PC | $22M |
HIGH COUNTRY BEVERAGE CORPORATIONCO · 841341843-001 | LPL Financial | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ALTRIA CLIENT SERVICES LLCVA · 472929146-006 | $6.4B | 25,614 | $484,568 | 5y | - |
SIEMENS ENERGY, INC.FL · 133987280-021 | $4.0B | 15,538 | $917,375 | 5y | - |
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $139,960 | 5y | - |
EQUIFAX, INCGA · 580401110-003 | $1.5B | 9,989 | $0 | 9y | 1 |
SAFEWAY INC.CA · 943019135-001 | $1.2B | 19,865 | $259,129 | 8y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $89,193 | 5y | - |
ASCENSUS, LLC.PA · 113665754-001 | $622M | 6,097 | $0 | 9y | 1 |
AMERICAN AIR LIQUIDE HOLDINGS, INC.TX · 753174747-001 | $446M | 4,480 | $41,538 | 2y | - |
TRONOX INCORPORATEDCT · 202868245-002 | $171M | 2,439 | $27,207 | 4y | - |
THE COOPER COMPANIES, INC.CA · 942657368-001 | $161M | 3,148 | $29,162 | 2y | - |
Flag exposure
84.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (46)
Raw Schedule C names collapsed into MFS Funds.
- FIDELITY (FIAM SELECT INT'L)
- FIDELITY (FIIOC INC)
- FIDELITY EXTENDED MKT INDEX
- FIDELITY F
- FIDELITY FIAM LLC
- FIDELITY FINACIAL
- FIDELITY FINANCIAL
- MFS
- MFS DISTRIBUTORS INC
- MFS DISTRIBUTORS INC.
- MFS FAMILY OF FUNDS
- MFS FINANCIAL SERVICES COMPANY
- MFS FUND
- MFS FUND DISTRIBUTORS, INC.
- MFS FUNDS
- MFS GLOBAL
- MFS GLOBAL GROWTH R6
- MFS GLOBAL LOW VOLATILITY
- MFS INVESTMENT ADVISOR
- MFS INVESTMENT ADVISORY
- MFS INVESTMENT GROUP
- MFS INVESTMENT MAANGEMENT
- MFS INVESTMENT MANAGEMENTE
- MFS INVESTMENT MANAGEMENTMFS INVEST
- MFS INVESTMENT MANAGEMENTR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MFS Funds's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 4 | 3.28% | 7.76% | -4.48 pp |
| Fidelity bond gap | 11 | 9.02% | 26.94% | -17.92 pp |
| Late contributions | 34 | 27.87% | 1.71% | +26.16 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 21 | 17.21% | 1.76% | +15.45 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MFS Funds. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on MFS Funds's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Arnold Newbold Sollars & Hollins PC | 1 | 0.8% |
| Eversheds Sutherland | 1 | 0.8% |
| Groom Law Group, Chartered | 1 | 0.8% |
| Hogan Lovells | 1 | 0.8% |
| Michael Best & Friedrich LLP | 1 | 0.8% |
| Schwabe, Williamson & Wyatt | 1 | 0.8% |
| Smith Gambrell & Russell, LLP | 1 | 0.8% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).