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 Equity 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

$428M

one row per plan

Latest

Aug 31, 2025

effective date

Plans holding an interest

11 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 11), never a fund size.

Allocator	Disclosed	State	Approved	Closed	Reported
CFG Pension Plan	n/a	held	-	-	Dec 31, 2024
Foster Farms Group Pension Plan	n/a	held	-	-	Dec 31, 2024
Investors Bank Pension Plan	n/a	held	-	-	Jun 30, 2025
Kpmg Partner Pension Plan	n/a	held	-	-	Dec 31, 2024
Kpmg Pension Plan	n/a	held	-	-	Dec 31, 2024
Legacy Ghs/tuomey Pension Plan	n/a	held	-	-	Aug 31, 2025
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.	n/a	held	-	-	Dec 31, 2024
Pension Plan of General Atomics	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Aetna Inc.	n/a	held	-	-	Dec 31, 2024
Retirement Plan for Employees of Southern States	n/a	held	-	-	Jun 30, 2025
Windstream Pension Plan	n/a	held	-	-	Dec 31, 2024

Every row

21 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Aug 31, 2025	Legacy Ghs/tuomey Pension Plan	MFS International Equity Fundcollective trust	Public equity	$20.9M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Retirement Plan for Employees of Southern States	MFS International Equity Fundcollective trust	Public equity	$9.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Investors Bank Pension Plan	MFS International Equity Fundcollective trust	Public equity	$18.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Retirement Plan for Employees of Aetna Inc.	MFS International Equity Fundcollective trust	Public equity	$30.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Foster Farms Group Pension Plan	MFS International Equity Fundcollective trust	Public equity	$23.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Windstream Pension Plan	MFS International Equity Fundcollective trust	Public equity	$28.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.	MFS International Equity Fundcollective trust	Public equity	$8.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan of General Atomics	MFS International Equity Fundcollective trust	Public equity	$23.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	CFG Pension Plan	MFS International Equity Fundcollective trust	Public equity	$166M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kpmg Pension Plan	MFS International Equity Fundcollective trust	Public equity	$77.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Kpmg Partner Pension Plan	MFS International Equity Fundcollective trust	Public equity	$22.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Investors Bank Pension Plan	MFS International Equity Fundcollective trust	Public equity	$19.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	CFG Pension Plan	MFS International Equity Fundcollective trust	Public equity	$187M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kpmg Pension Plan	MFS International Equity Fundcollective trust	Public equity	$77.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Kpmg Partner Pension Plan	MFS International Equity Fundcollective trust	Public equity	$21.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Foster Farms Group Pension Plan	MFS International Equity Fundcollective trust	Public equity	$24.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Windstream Pension Plan	MFS International Equity Fundcollective trust	Public equity	$19.0M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2023	Investors Bank Pension Plan	MFS International Equity Fundcollective trust	Public equity	$18.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kpmg Pension Plan	MFS International Equity Fundcollective trust	Public equity	$72.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Kpmg Partner Pension Plan	MFS International Equity Fundcollective trust	Public equity	$23.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	CFG Pension Plan	MFS International Equity Fundcollective trust	Public equity	$157M held	Disclosed holding	askebsa.dol.gov

What changed

Aug 31, 2025Holding startedLegacy Ghs/tuomey Pension Plan
Legacy Ghs/tuomey Pension Plan first reports an interest in MFS International Equity Fund: $21M at 2025-08-31
with MFS International Equity Fundaskebsa.dol.gov
Jun 30, 2025Holding startedRetirement Plan for Employees of Southern States
Retirement Plan for Employees of Southern States first reports an interest in MFS International Equity Fund: $9M at 2025-06-30
with MFS International Equity Fundaskebsa.dol.gov
Dec 31, 2024Holding startedPension Plan of General Atomics
Pension Plan of General Atomics first reports an interest in MFS International Equity Fund: $24M at 2024-12-31
with MFS International Equity Fundaskebsa.dol.gov
Dec 31, 2024Holding startedNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. first reports an interest in MFS International Equity Fund: $9M at 2024-12-31
with MFS International Equity Fundaskebsa.dol.gov
Dec 31, 2024Holding startedRetirement Plan for Employees of Aetna Inc.
Retirement Plan for Employees of Aetna Inc. first reports an interest in MFS International Equity Fund: $31M at 2024-12-31
with MFS International Equity Fundaskebsa.dol.gov
Dec 31, 2023Holding startedWindstream Pension Plan
Windstream Pension Plan first reports an interest in MFS International Equity Fund: $19M at 2023-12-31
with MFS International Equity Fundaskebsa.dol.gov
Dec 31, 2023Holding startedFoster Farms Group Pension Plan
Foster Farms Group Pension Plan first reports an interest in MFS International Equity Fund: $24M at 2023-12-31
with MFS International Equity Fundaskebsa.dol.gov