Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS International Intrinsic value fund r6 # in their Schedule of Assets, totaling $35.3M 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 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $11.7M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $11.7M |
| 3 | HIGH LINER FOODS (USA), INCORPORATED |
PORTSMOUTH NH |
| 652 |
| $71.7M |
| $5.0M |
| 4 | CARILION CLINIC CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN | ROANOKE VA | 2,201 | $135.1M | $3.4M |
| 5 | CHARTWAY FEDERAL CREDIT UNION CHARTWAY FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 600 | $44.8M | $1.2M |
| 6 | PREMIER MEDICAL GROUP, P.C. PREMIER MEDICAL GROUP,P.C.401(K) PROFIT SHARING PLAN | CLARKSVILLE TN | 218 | $60.4M | $868K |
| 7 | ZEL TECHNOLOGIES, LLC ZEL TECHNOLOGIES, LLC PROFIT SHARING & 401(K) PLAN | HAMPTON VA | 163 | $24.9M | $591K |
| 8 | KELMAR ASSOCIATES, LLC KELMAR ASSOCIATES, LLC 401(K) PLAN | WAKEFIELD MA | 268 | $35.6M | $339K |
| 9 | NAES CORPORATION GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN | VANCOUVER WA | 1,228 | $31.4M | $308K |
| 10 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | MUSKEGON MI | 204 | $35.3M | $270K |
