Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Intl Intrinsic Value R6 Registered investment company in their Schedule of Assets, totaling $33.8M 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 | HILMAR CHEESE COMPANY HILMAR CHEESE COMPANY PROFIT SHARING 401(K) PLAN | HILMAR CA | 1,762 | $236.9M | $12.7M |
| 2 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $9.7M |
| 3 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN |
MALVERN PA |
| 1,186 |
| $492.2M |
| $7.6M |
| 4 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $2.0M |
| 5 | MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES | NEW YORK NY | 120 | $44.1M | $1.2M |
| 6 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $591K |
