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 Registered investment company in their Schedule of Assets, totaling $1.9M 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 | HAGERTY CONSULTING INC HAGERTY CONSULTING INC 401(K) PLAN | EVANSTON IL | 394 | $25.4M | $954K |
| 2 | A.B. DATA, LTD. A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 267 | $22.2M | $737K |
| 3 | LG CNS AMERICA INC LG CNS AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST |
ENGLEWOOD CLIFFS NJ |
| 268 |
| $22.4M |
| $235K |
| 4 | THE GUTHRIE CLINIC GUTHRIE 403(B) RETIREMENT SAVINGS PLAN | SAYRE PA | 11,376 | $629.8M | $14K |
| 5 | BRANDYWINE CONSERVANCY & MUSEUM OF ART BRANDYWINE CONSERVANCY & MUSEUM OF ART 403(B) RETIREMENT PLAN | CHADDS FORD PA | 152 | $9.8M | $6K |
