Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS International Intrinsic Value R6 Mutual funds in their Schedule of Assets, totaling $4.3M 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 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $2.4M |
| 2 | LONE STAR CIRCLE OF CARE LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN | GEORGETOWN TX | 741 | $29.4M | $581K |
| 3 | ARROWSTREET, INC. |
BOSTON MA |
| 59 |
| $18.1M |
| $406K |
| 4 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $252K |
| 5 | TRULINE CORPORATION TRULINE 401(K) PLAN | LAS VEGAS NV | 317 | $7.5M | $191K |
| 6 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED | TARENTUM PA | 183 | $24.6M | $164K |
| 7 | SMITH SEED SERVICES, LLC SMITH SEED SERVICES 401(K) RETIREMENT PLAN | HALSEY OR | 139 | $15.8M | $155K |
| 8 | THE ARC OF BLACKSTONE VALLEY THE ARC OF BLACKSTONE VALLEY PROFIT SHARING PLAN | PAWTUCKET RI | 168 | $8.3M | $80K |
| 9 | TRILLIANT FOOD & NUTRITION, LLC TRILLIANT FOOD & NUTRITION 401(K) PLAN | LITTLE CHUTE WI | 605 | $26.7M | $71K |
| 10 | AD-TECH MEDICAL INSTRUMENT CORPORATION AD-TECH MEDICAL INSTRUMENT CORPORATION PROFIT SHARING PLAN | OAK CREEK WI | 146 | $4.3M | $16K |
