Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS International Value R4 Mutual fund in their Schedule of Assets, totaling $12.1M 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 | GOULD MEDICAL GROUP INC. GOULD MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MODESTO CA | 488 | $483.3M | $6.9M |
| 2 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $2.2M |
| 3 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN |
ELIZABETH NJ |
| 284 |
| $90.8M |
| $1.4M |
| 4 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $788K |
| 5 | QUALIS CORPORATION QUALIS 401(K) PLAN | HUNTSVILLE AL | 293 | $45.7M | $569K |
| 6 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN | BOSTON MA | 318 | $26.5M | $201K |
| 7 | CENTER FOR COMMUNITY RESOURCES, INC CCR PENSION PLAN | BUTLER PA | 413 | $8.6M | $10K |
| 8 | ALLIANCE FOR NONPROFIT RESOURCES ALLIANCE FOR NONPROFIT RESOURCES 403(B) PLAN | BUTLER PA | 481 | $4.6M | $6K |
