Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MFS: International Value Fund in their Schedule of Assets, totaling $35.2M 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 | HYUNDAI MOTOR AMERICA HYUNDAI MOTOR AMERICA PROFIT SHARING RETIREMENT PLAN | FOUNTAIN VALLEY CA | 1,298 | $365.1M | $11.9M |
| 2 | PRA GROUP, INC. PRA GROUP, INC. 401(K) PLAN | NORFOLK VA | 2,087 | $118.4M | $4.1M |
| 3 | WOODS ROGERS VANDEVENTER BLACK PLC WOODS ROGERS VANDEVENTER BLACK PLC PROFIT SHARING PLAN |
NORFOLK VA |
| 264 |
| $135.3M |
| $4.1M |
| 4 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $3.6M |
| 5 | LA COSTENA USA LA COSTENA USA 401(K) PLAN | MINNESOTA MN | 587 | $50.2M | $1.8M |
| 6 | DICKINSON WRIGHT PLLC DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS | TROY MI | 870 | $304.9M | $1.2M |
| 7 | PRINCETON CONSULTANTS, INC. PRINCETON CONSULTANTS, INC. 401(K) PLAN | PRINCETON NJ | 66 | $45.2M | $1.0M |
| 8 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $1.0M |
| 9 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $869K |
| 10 | COMMONWEALTH CARE OF ROANOKE, INC. COMMONWEALTH CARE OF ROANOKE, INC. 401(K) PLAN | ROANOKE VA | 1,399 | $24.6M | $807K |
