Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 152 retirement plans report an interest in this investment, totaling $18.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: MFS Value Fund, MFS Value, MFS Value Portfolio, MFS Funds Value Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN | TELLURIDE CO | 534 | $15.9M | $2.1M |
| 2 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $1.9M |
| 3 | LAPP HOLDING NA, INC. LAPP HOLDING NA, INC. 401(K) PLAN | FLORHAM PARK NJ | 278 | $44.3M | $1.5M |
| 4 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $1.0M |
| 5 | CSWW, INC. CSWW, INC. 401(K) PLAN | GREAT FALLS MT | 693 | $16.4M | $930K |
| 6 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN | PHOENIX AZ | 174 | $15.4M | $673K |
| 7 | WESTOVER PROPERTY MANAGEMENT COMPANY LP WESTOVER PROPERTY MANAGEMENT COMPANY LP RETIREMENT PLAN | KING OF PRUSSIA PA | 395 | $12.8M | $605K |
| 8 | MERRYMAN-FARR, LLC MERRYMAN-FARR, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 173 | $11.1M | $549K |
| 9 | COMMUNITY SERVICES FOR THE AGING, INC PENSION PLAN FOR THE EMPLOYEES OF MOUNTAINVIEW NURSING HOME | SPARTANBURG SC | 58 | $7.0M | $537K |
| 10 | LRK INC. LRK INC. 401(K) PLAN | MEMPHIS TN | 119 | $25.6M | $529K |
