Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Intl Intrinsic Val Fnd R6 in their Schedule of Assets, totaling $611K 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 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $280K |
| 2 | WALTERS RECYCLING AND REFUSE, INC. WALTERS 401(K) PLAN | BLAINE MN | 154 | $8.7M | $177K |
| 3 | PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN |
BEACHWOOD OH |
| 253 |
| $30.1M |
| $154K |
