Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding MFS INTL INTRINSIC VALUE - R2 in their Schedule of Assets, totaling $1.3M 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 | EDUCATIONAL BUS TRANSPORTATION, EDUCATIONAL BUS TRANSPORTATION, INC. 401(K) PLAN | SPRING VALLEY NY | 1,502 | $13.9M | $308K |
| 2 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $207K |
| 3 | ML AUTOMOTIVE GROUP LLC ML AUTOMOTIVE GROUP LLC |
MIAMI GARDENS FL |
| 205 |
| $6.3M |
| $154K |
| 4 | SCREEN ENGINE/ASI LLC SCREEN ENGINE/ASI LLC. 401K PROFIT SHARING PLAN AND TRUST | VALLEY VILLAGE CA | 279 | $14.2M | $142K |
| 5 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $114K |
| 6 | COMPASS WELL SERVICES LLC COMPASS WELL SERVICES, LLC 401(K) PLAN | FORT WORTH TX | 81 | $6.4M | $106K |
| 7 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $59K |
| 8 | HH HOLDINGS, INC. HH HOLDINGS, INC. 401(K) PLAN | KAILUA HI | 140 | $5.6M | $39K |
| 9 | DOLPHIN BAY HOTEL RESIDENCE DOLPHIN BAY HOTEL & RESIDENCE 401K PROFIT SHARING PLAN | PISMO BEACH CA | 112 | $1.2M | $32K |
| 10 | AVANATH REALTY INC AVANATH REALTY INC 401K PLAN | IRVINE CA | 270 | $2.3M | $24K |
