Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS International Intrinsic Value Fund; Cl R6 in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $11.0M |
| 2 | TRADEWIND GROUP, INC. TRADEWIND GROUP, INC PROFIT SHARING 401(K) PLAN | HONOLULU HI | 439 | $125.7M | $1.8M |
| 3 | NATIONAL MORTGAGE & FINANCE CO LTD |
HONOLULU HI |
| 88 |
| $14.5M |
| $77K |
