OpenERISA

Mfs Heritage Trust Company

Boston, MA, 02199

EIN 57-1187281
Plans
26
Total participants
Filing years
2024, 2023, 2022, 2021, 2020
NAICS

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund
2024Form 5500002Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund
2024Form 5500003Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund
2024Form 5500004Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Debt Fund
2024Form 5500005Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund
2024Form 5500007Mfs Heritage Trust Company Collective Investment Trust - Mfs International Research Equity Fund
2024Form 5500008Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund
2024Form 5500009Mfs Heritage Trust Company Collective Investment Trust - Mfs International Concentrated Equity Fund
2024Form 5500010Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii
2024Form 5500012Mfs Heritage Trust Company Collective Investment Trust - Mfs International Small-Mid Cap Equity Fund
2024Form 5500013Mfs Heritage Trust Company Collective Investment Trust - Mfs International Equity Fund
2024Form 5500015Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund
2024Form 5500016Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Growth Fund
2024Form 5500017Mfs Heritage Trust Company Collective Investment Trust - Mfs Low Volatility Global Equity Fund
2024Form 5500019Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Aggregate Opportunistic Fund
2024Form 5500020Mfs Heritage Trust Company Collective Investment Trust - Mfs U.S. Reit Fund
2024Form 5500021Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Equity Fund I
2024Form 5500022Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Growth Fund
2024Form 5500023Mfs Heritage Trust Company Collective Investment Trust - Mfs Investors Trust Fund
2024Form 5500024Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Value Fund
2024Form 5500025Mfs Heritage Trust Company Collective Investment Trust - Mfs International Diversification Fund
2024Form 5500026Mfs Heritage Trust Company Collective Investment Trust - Mfs International Large Cap Value Fund
2024Form 5500027Mfs Heritage Trust Company Collective Investment Trust - Mfs Intrinsic Value Fund
2024Form 5500028Mfs Heritage Trust Collective Investment Trust - Mfs Blended Research US Core Equity Fund I
2023Form 5500001Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund
2023Form 5500002Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund
2023Form 5500003Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund
2023Form 5500004Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Debt Fund
2023Form 5500005Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund
2023Form 5500007Mfs Heritage Trust Company Collective Investment Trust - Mfs International Research Equity Fund
2023Form 5500008Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund
2023Form 5500009Mfs Heritage Trust Company Collective Investment Trust - Mfs International Concentrated Equity Fund
2023Form 5500010Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii
2023Form 5500012Mfs Heritage Trust Company Collective Investment Trust - Mfs International Small-Mid Cap Equity Fund
2023Form 5500013Mfs Heritage Trust Company Collective Investment Trust - Mfs International Equity Fund
2023Form 5500015Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund
2023Form 5500016Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Growth Fund
2023Form 5500017Mfs Heritage Trust Company Collective Investment Trust - Mfs Low Volatility Global Equity Fund
2023Form 5500019Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Aggregate Opportunistic Fund
2023Form 5500020Mfs Heritage Trust Company Collective Investment Trust - Mfs U.S. Reit Fund
2023Form 5500021Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Equity Fund I
2023Form 5500022Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Growth Fund
2023Form 5500023Mfs Heritage Trust Company Collective Investment Trust - Mfs Investors Trust Fund
2023Form 5500024Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Value Fund
2023Form 5500025Mfs Heritage Trust Company Collective Investment Trust - Mfs International Diversification Fund
2023Form 5500026Mfs Heritage Trust Company Collective Investment Trust - Mfs International Large Cap Value Fund
2023Form 5500027Mfs Heritage Trust Company Collective Investment Trust - Mfs Intrinsic Value Fund
2022Form 5500001Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund
2022Form 5500002Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund
2022Form 5500003Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund
2022Form 5500004Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Debt Fund
2022Form 5500005Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund
2022Form 5500007Mfs Heritage Trust Company Collective Investment Trust - Mfs International Research Equity Fund
2022Form 5500008Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund
2022Form 5500009Mfs Heritage Trust Company Collective Investment Trust - Mfs International Concentrated Equity Fund
2022Form 5500010Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii
2022Form 5500012Mfs Heritage Trust Company Collective Investment Trust - Mfs International Small-Mid Cap Equity Fund
2022Form 5500013Mfs Heritage Trust Company Collective Investment Trust - Mfs International Equity Fund
2022Form 5500014Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Value Fund
2022Form 5500015Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund
2022Form 5500016Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Growth Fund
2022Form 5500017Mfs Heritage Trust Company Collective Investment Trust - Mfs Low Volatility Global Equity Fund
2022Form 5500018Mfs Heritage Trust Company Collective Investment Trust - Mfs Blended Research Large Cap Growth Fund
2022Form 5500019Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Aggregate Opportunistic Fund
2022Form 5500020Mfs Heritage Trust Company Collective Investment Trust - Mfs U.S. Reit Fund
2022Form 5500021Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Equity Fund I
2022Form 5500022Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Growth Fund
2022Form 5500023Mfs Heritage Trust Company Collective Investment Trust - Mfs Investors Trust Fund
2022Form 5500024Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Value Fund
2022Form 5500025Mfs Heritage Trust Company Collective Investment Trust - Mfs International Diversification Fund
2022Form 5500026Mfs Heritage Trust Company Collective Investment Trust - Mfs International Large Cap Value Fund
2022Form 5500027Mfs Heritage Trust Company Collective Investment Trust - Mfs Intrinsic Value Fund
2021Form 5500001Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund
2021Form 5500002Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund
2021Form 5500003Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund
2021Form 5500004Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Debt Fund
2021Form 5500005Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund
2021Form 5500007Mfs Heritage Trust Company Collective Investment Trust - Mfs International Research Equity Fund
2021Form 5500008Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund
2021Form 5500009Mfs Heritage Trust Company Collective Investment Trust - Mfs International Concentrated Equity Fund
2021Form 5500010Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii
2021Form 5500012Mfs Heritage Trust Company Collective Investment Trust - Mfs International Small-Mid Cap Equity Fund
2021Form 5500013Mfs Heritage Trust Company Collective Investment Trust - Mfs International Equity Fund
2021Form 5500014Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Value Fund
2021Form 5500015Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund
2021Form 5500016Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Growth Fund
2021Form 5500017Mfs Heritage Trust Company Collective Investment Trust - Mfs Low Volatility Global Equity Fund
2021Form 5500018Mfs Heritage Trust Company Collective Investment Trust - Mfs Blended Research Large Cap Growth Fund
2021Form 5500019Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Aggregate Opportunistic Fund
2021Form 5500020Mfs Heritage Trust Company Collective Investment Trust - Mfs U.S. Reit Fund
2021Form 5500021Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Equity Fund I
2021Form 5500022Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Growth Fund
2021Form 5500023Mfs Heritage Trust Company Collective Investment Trust - Mfs Investors Trust Fund
2021Form 5500024Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Value Fund
2021Form 5500025Mfs Heritage Trust Company Collective Investment Trust - Mfs International Diversification Fund
2021Form 5500026Mfs Heritage Trust Company Collective Investment Trust - Mfs International Large Cap Value Fund
2021Form 5500027Mfs Heritage Trust Company Collective Investment Trust - Mfs Intrinsic Value Fund
2020Form 5500001Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund
2020Form 5500002Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund
2020Form 5500003Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund
2020Form 5500004Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Debt Fund
2020Form 5500005Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund
2020Form 5500007Mfs Heritage Trust Company Collective Investment Trust - Mfs International Research Equity Fund
2020Form 5500008Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund
2020Form 5500009Mfs Heritage Trust Company Collective Investment Trust - Mfs International Concentrated Equity Fund
2020Form 5500010Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii
2020Form 5500012Mfs Heritage Trust Company Collective Investment Trust - Mfs International Small-Mid Cap Equity Fund
2020Form 5500013Mfs Heritage Trust Company Collective Investment Trust - Mfs International Equity Fund
2020Form 5500014Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Value Fund
2020Form 5500015Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund
2020Form 5500016Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Growth Fund
2020Form 5500017Mfs Heritage Trust Company Collective Investment Trust - Mfs Low Volatility Global Equity Fund
2020Form 5500018Mfs Heritage Trust Company Collective Investment Trust - Mfs Blended Research Large Cap Growth Fund
2020Form 5500019Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Aggregate Opportunistic Fund
2020Form 5500020Mfs Heritage Trust Company Collective Investment Trust - Mfs U.S. Reit Fund
2020Form 5500021Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Equity Fund I
2020Form 5500022Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Growth Fund

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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