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 R6 in their Schedule of Assets, totaling $5.0M 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 | HASSETT EXPRESS HOLDINGS, LLC HASSETT EXPRESS HOLDINGS, LLC 401(K) SAVINGS & INVESTMENT PLAN | OAKBROOK TERRACE IL | 79 | $17.0M | $1.3M |
| 2 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $879K |
| 3 | FIRST FARMERS FINANCIAL CORP. |
CONVERSE IN |
| 351 |
| $40.2M |
| $785K |
| 4 | AL WARREN OIL COMPANY WARREN'S 401(K) PROFIT SHARING PLAN | HAMMOND IN | 301 | $14.9M | $648K |
| 5 | MIRRA COMPANY, LLC MIRRA COMPANY, LLC 401(K) PROFIT SHARING PLAN | GEORGETOWN MA | 232 | $11.7M | $375K |
| 6 | BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING IRONWORKERS LOCAL NO 55 PROFIT SHARING ANNUITY PLAN AND TRUST FUND | HOLLAND OH | 696 | $68.0M | $282K |
| 7 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $267K |
| 8 | KANSAS CITY UNIVERSITY KANSAS CITY UNIVERSITY RETIREMENT PLAN | KANSAS CITY MO | 537 | $97.0M | $186K |
| 9 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $140K |
| 10 | CASTLE-PIERCE CORPORATION CASTLE-PIERCE CORPORATION PROFIT SHARING 401(K) PLAN | OSHKOSH WI | 134 | $10.1M | $117K |
