Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: MFS Value R3, MFS Value Fund R3. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CHASEDESIGN, LLC CHASEDESIGN, LLC 401(K) PLAN | SYRACUSE NY | 124 | $36.1M | $3.5M |
| 2 | CREST FOODS CO., INC. CREST FOODS CO., INC. 401(K) AND PROFIT SHARING PLAN | ASHTON IL | 470 | $53.9M | $3.1M |
| 3 | OPTIMUS STEEL, LLC OPTIMUS STEEL PENSION PLAN | THE WOODLANDS TX | 45 | $10.7M | $1.6M |
| 4 | DAN GERNATT GRAVEL PRODUCTS, INC. DAN GERNATT GRAVEL PRODUCTS INCORPORATED SAVINGS AND SECURITY PLAN | COLLINS NY | 195 | $26.6M | $1.5M |
| 5 | TROUT, EBERSOLE & GROFF, LLP TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN | LANCASTER PA | 129 | $35.2M | $1.3M |
| 6 | TRI-STATE TRUCK CENTER, INC. THE TRI-STATE TRUCK CENTER, INC. 401(K) RETIREMENT PLAN | MEMPHIS TN | 310 | $34.1M | $1.2M |
| 7 | WEIDMANN ELECTRICAL TECHNOLOGY INC WEIDMANN ELECTRICAL TECHNOLOGY 401K RETIREMENT PLAN | ST. JOHNSBURY VT | 574 | $81.3M | $1.2M |
| 8 | BAR CONSTRUCTORS, INC. BAR CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN | LANCASTER TX | 118 | $13.5M | $826K |
| 9 | NORTHWEST OHIO ORTHOPEDICS AND SPORTS MEDICINE, INC. NORTHWEST OHIO ORTHOPEDICS & SPORTS MEDICINE 401(K) PROFIT SHARING PLAN | FINDLAY OH | 149 | $18.7M | $586K |
| 10 | WYCKOFF HEIGHTS MEDICAL CENTER THE SAVINGS PLAN FOR EMPLOYEES OF WYCKOFF HEIGHTS MEDICAL CENTER | BROOKLYN NY | 509 | $33.7M | $528K |
