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 Class R4 in their Schedule of Assets, totaling $1.2M 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 | FEI.COM, INC. FEI.COM, INC. 401(K) PLAN | COLUMBIA MD | 367 | $62.2M | $1.1M |
| 2 | ACI-HERZOG, A JOINT VENTURE ACI-HERZOG 401K NON-UNION EMPLOYEES PLAN | GURABO PR | 99 | $2.4M | $60K |
| 3 | ZMC HOTELS, LLC ZMC HOTELS, LLC 401(K) PLAN |
| 1,665 |
| $11.5M |
| $46K |
