DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Fund

MFS International Growth Fund

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs

distinct allocators on the tape

Rows

across successive reports

Held, latest filings

$399M

one row per plan

Latest

Dec 31, 2025

effective date

Plans holding an interest

10 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 10), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
California Teachers Association Employees Retirement Benefits Plan	n/a	held	-	-	Dec 31, 2024
Cic-Toc Pension Plan	n/a	held	-	-	Dec 31, 2024
Deseret Mutual Master Retirement Plan	n/a	held	-	-	Dec 31, 2024
Edison Pension Plan	n/a	held	-	-	Dec 31, 2024
Lumber Industry Pension Plan	n/a	held	-	-	Dec 31, 2024
Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries	n/a	held	-	-	Dec 31, 2022
Phillips 66 Retirement Plan	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Puget Sound Energy, Inc.	n/a	held	-	-	Dec 31, 2025
Suncor Energy US Pension Plan	n/a	held	-	-	Dec 31, 2022
Toyota Motor Sales, U.S.A., Inc. Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

27 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2025	Retirement Plan for Employees of Puget Sound Energy, Inc.	MFS International Growth Fundcollective trust	Pooled vehicles	$104M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Toyota Motor Sales, U.S.A., Inc. Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$59.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Deseret Mutual Master Retirement Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$21.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Phillips 66 Retirement Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$35.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	California Teachers Association Employees Retirement Benefits Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$8.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Edison Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$47.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Cic-Toc Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$6.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Lumber Industry Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Puget Sound Energy, Inc.	MFS International Growth Fundcollective trust	Pooled vehicles	$92.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Retirement Plan for Employees of Puget Sound Energy, Inc.	MFS International Growth Fundcollective trust	Pooled vehicles	$92.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Cic-Toc Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$6.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Toyota Motor Sales, U.S.A., Inc. Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$237M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Edison Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$43.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Phillips 66 Retirement Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$31.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	California Teachers Association Employees Retirement Benefits Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$8.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Lumber Industry Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Deseret Mutual Master Retirement Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$17.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Toyota Motor Sales, U.S.A., Inc. Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$205M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Edison Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$37.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Suncor Energy US Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$29.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Phillips 66 Retirement Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$27.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Retirement Plan for Employees of Puget Sound Energy, Inc.	MFS International Growth Fundcollective trust	Pooled vehicles	$80.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Lumber Industry Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries	MFS International Growth Fundcollective trust	Pooled vehicles	$82.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	California Teachers Association Employees Retirement Benefits Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$7.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Cic-Toc Pension Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$4.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Deseret Mutual Master Retirement Plan	MFS International Growth Fundcollective trust	Pooled vehicles	$18.6M held	Disclosed holding	askebsa.dol.gov

What changed

Dec 31, 2023Holding endedinferenceSuncor Energy US Pension Plan
Suncor Energy US Pension Plan no longer reports MFS International Growth Fund (last held $29M at 2022-12-31; absent from the 2023-12-31 filing)
with MFS International Growth Fundaskebsa.dol.gov