Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MFS Intl Intrinsic Value R4 in their Schedule of Assets, totaling $7.0M 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 | HUTCHINSON FMS, INC. HUTCHINSON CORPORATION 401(K) PLAN & TRUST | AUBURN HILLS MI | 1,778 | $213.5M | $1.2M |
| 2 | SOLID WASTE SERVICES, INC. SOLID WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN | AUDUBON PA | 441 | $27.6M | $1.2M |
| 3 | NEW SABINA INDUSTRIES, INC. |
SABINA OH |
| 368 |
| $34.5M |
| $1.1M |
| 4 | PROSPECT TRANSPORTATION PROSPECT TRANSPORTATION 401(K) | CARLSTADT NJ | 156 | $13.6M | $806K |
| 5 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $645K |
| 6 | DYNAMIC INDUSTRIAL GROUP, LLC DYNAMIC INDUSTRIAL GROUP 401(K) PLAN | ELKHART IN | 341 | $5.2M | $443K |
| 7 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $395K |
| 8 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $310K |
| 9 | CARE HOSPICE, INC. CARE HOSPICE, INC. 401(K) PLAN | CHARLOTTESVILLE VA | 2,845 | $52.2M | $281K |
| 10 | 8MINUTE SOLAR ENERGY LLC 8MINUTE SOLAR ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS CA | 194 | $21.6M | $250K |
