Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $10.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: MFS International Intrinsic Value R, MFS International Intrinsic Value. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAYCORE, INC. PLAYCORE 401(K) PLAN | CHATTANOOGA TN | 4,039 | $146.1M | $3.0M |
| 2 | AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 2,604 | $170.7M | $2.2M |
| 3 | MORTGAGE BANKERS ASSOCIATION THE MORTGAGE BANKERS ASSOCIATION 401(K) SAVINGS PLAN | WASHINGTON DC | 158 | $77.5M | $1.6M |
| 4 | PENNICHUCK CORPORATION SAVINGS PLAN FOR EMPLOYEES OF PENNICHUCK CORPORATION | NASHUA NH | 141 | $26.1M | $413K |
| 5 | REDICO, LLC. REDICO RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 515 | $22.8M | $387K |
| 6 | LRS ARCHITECTS, INC. LRS ARCHITECTS EMPLOYEE SAVINGS PLAN | PORTLAND OR | 107 | $19.3M | $374K |
| 7 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $363K |
| 8 | SEATTLE METRO. CREDIT UNION SEATTLE METROPOLITAN CREDIT UNION 401(K) PLAN | SEATTLE WA | 181 | $16.1M | $314K |
| 9 | AMERICAN READING COMPANY AMERICAN READING COMPANY 401K RETIREMENT PLAN | BLUE BELL PA | 207 | $16.5M | $304K |
| 10 | STS OPERATING, INC. PARAGON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | WARREN MI | 114 | $15.8M | $252K |
