Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS INTL INTRINSIC VAL FD - R3 in their Schedule of Assets, totaling $6.2M 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 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $2.4M |
| 2 | INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS CO | 288 | $70.0M | $1.4M |
| 3 | BIRKEYS FARM STORE INC BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN |
CHAMPAIGN IL |
| 394 |
| $50.7M |
| $1.0M |
| 4 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $483K |
| 5 | HUTCHINS MOTORS, INC. O'CONNOR GMC RETIREMENT SAVINGS PLAN | AUGUSTA ME | 194 | $16.5M | $220K |
| 6 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $202K |
| 7 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 176 | $13.1M | $172K |
| 8 | MICROLINE SURGICAL, INC. MICROLINE SURGICAL INC 401(K) PLAN | BEVERLY MA | 136 | $15.8M | $94K |
| 9 | TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING TX | 67 | $5.7M | $52K |
| 10 | VIVA USA INC. VIVA USA INC. 401(K) PLAN | ROLLING MEADOWS IL | 236 | $5.5M | $48K |
