Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Massachusetts Financial Services Value Fund in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANTHOLOGY INC. ANTHOLOGY INC. RETIREMENT PLAN | BOCA RATON FL | 1,097 | $270.1M | $5.3M |
| 2 | AMERICAN CIVIL LIBERTIES UNION, INC. ACLU DEFINED CONTRIBUTION PLAN | NEW YORK NY | 1,940 | $241.7M | $3.2M |
| 3 | TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP |
BUDA TX |
| 68 |
| $10.9M |
| $345K |
| 4 | FISCHER USA STAINLESS STEEL TUBING, INC. FISCHER USA STAINLESS STEEL TUBING, INC. | MANCHESTER TN | 191 | $6.6M | $2K |
