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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