Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS International Intrinsic Value R3 Fund " in their Schedule of Assets, totaling $18.1M 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 | MEDICA SERVICES COMPANY LLC MEDICA 401(K) MATCHED SAVINGS PLAN | MINNETONKA MN | 2,369 | $455.0M | $14.6M |
| 2 | TRUSTEES OF DEERFIELD ACADEMY TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DEERFIELD MA | 405 | $156.5M | $2.2M |
| 3 | WALLACE, ROBERTS & TODD, L.L.C. |
PHILADELPHIA PA |
| 110 |
| $19.6M |
| $1.2M |
| 4 | TRUCENT, INC. TRUCENT, INC. RETIREMENT PLAN | DEXTER MI | 145 | $12.0M | $25K |
| 5 | MARY T. INC. MARY T. INC. 401(K) SAVINGS PLAN | COON RAPIDS MN | 620 | $11.3M | $25K |
