Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mfs Intl Intrinsic Val Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $11.8M 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 | JAMF SOFTWARE, LLC JAMF SOFTWARE, LLC 401K PROFIT SHARING PLAN | MINNEAPOLIS MN | 1,551 | $165.8M | $3.2M |
| 2 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $2.4M |
| 3 | FREED MAXICK CPAS, P. C. FREED MAXICK CPAS, P. C. 401K PLAN |
BUFFALO NY |
| 344 |
| $100.8M |
| $2.3M |
| 4 | FEATHERLITE EXISS SOONER HOLDING FEATHERLITE EXISS SOONER 401(K) RETIREMENT PLAN | CRESCO IA | 500 | $34.5M | $1.2M |
| 5 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $569K |
| 6 | UTTERMOST COMPANY THE UTTERMOST COMPANY PROFIT SHARING PLAN | ROCKY MOUNT VA | 207 | $14.5M | $499K |
| 7 | PINNACLE ASSET INTEGRITY PINNACLE ASSET INTEGRITY SERVICES 401(K) PLAN | PASADENA TX | 267 | $34.9M | $471K |
| 8 | ASAHI/AMERICA, INC ASAHI/AMERICA 401(K) PLAN | LAWRENCE MA | 193 | $24.1M | $430K |
| 9 | TRITECH MARKETING, LLC TRITECH MARKETING 401(K) PLAN | BURR RIDGE IL | 84 | $20.1M | $243K |
| 10 | THE OLIVER CARR COMPANY THE OLIVER CARR COMPANY 401K PLAN | WASHINGTON DC | 120 | $12.6M | $195K |
