Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS International Value Fund Class R3 - in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | D'ADDARIO & COMPANY, INC. D'ADDARIO & COMPANY, INC. 401(K) PLAN | FARMINGDALE NY | 895 | $126.7M | $2.8M |
| 2 | AMERICAS COLLECTIBLES NETWORK, INC. JEWELRY TELEVISION ASSET ACCUMULATION 401(K) PLAN | KNOXVILLE TN | 731 | $42.9M | $1.8M |
| 3 | STANFORD BROTHERS, INC DBA VARSITY FORD |
ANN ARBOR MI |
| 175 |
| $26.9M |
| $1.7M |
| 4 | MARSH AUTOMOTIVE GROUP MARSH AUTOMOTIVE GROUP 401(K) PLAN & TRUST | TRAVERSE CITY MI | 311 | $19.2M | $822K |
| 5 | VARSITY LINCOLN INC VARSITY LINCOLN 401(K) PLAN | NOVI MI | 155 | $19.2M | $783K |
| 6 | NLOGIC, INC. NLOGIC, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 212 | $54.4M | $218K |
| 7 | SPECIAL TREE, LTD. SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN | ROMULUS MI | 774 | $20.3M | $112K |
| 8 | BALANCE TECHNOLOGY, INC. BALANCE TECHNOLOGY, INC. 401(K) PLAN | WHITMORE LAKE MI | 72 | $15.7M | $100K |
