Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Mfs International Intrinsic Value Fund Mutual fund - in their Schedule of Assets, totaling $34.9M 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 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $8.7M |
| 2 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN | MENLO PARK CA | 481 | $72.7M | $3.8M |
| 3 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN |
PASADENA CA |
| 537 |
| $207.5M |
| $3.1M |
| 4 | DEBARTOLO HOLDINGS, LLC DEBARTOLO HOLDINGS RETIREMENT PLAN | TAMPA FL | 133 | $31.7M | $2.1M |
| 5 | BOEING INTELLIGENCE & ANALYTICS BOEING INTELLIGENCE & ANALYTICS 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 589 | $101.9M | $1.9M |
| 6 | TANGER PROPERTIES LIMITED PARTNERSHIP TANGER INC. 401(K) SAVINGS PLAN | GREENSBORO NC | 438 | $39.6M | $1.7M |
| 7 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $1.6M |
| 8 | CITIZEN WATCH COMPANY OF AMERICA INC. CITIZEN WATCH AMERICA 401(K) AND PROFIT SHARING PLAN | TORRANCE CA | 404 | $115.7M | $1.5M |
| 9 | HOOD & STRONG LLP HOOD & STRONG 401(K) PLAN | SAN FRANCISCO CA | 112 | $56.2M | $1.2M |
| 10 | FIVES INC. FIVES RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,506 | $314.4M | $1.2M |
