Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS INTRNTL INTRINSIC VL FD A MUTUAL FUNDS in their Schedule of Assets, totaling $71.9M 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 | CHOCTAW NATION OF OKLAHOMA CHOCTAW NATION OF OKLAHOMA THRIFT PLAN | DURANT OK | 13,025 | $424.7M | $61.2M |
| 2 | HALL FINANCIAL GROUP, LTD HALL FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST | DALLAS TX | 281 | $37.4M | $1.9M |
| 3 | DYNAMIC RESOURCE GROUP, INC. |
BERNE IN |
| 438 |
| $33.4M |
| $1.6M |
| 4 | GREAT LAKES WINE & SPIRITS, LLC GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | HIGHLAND PARK MI | 1,067 | $43.0M | $1.2M |
| 5 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $964K |
| 6 | INCOE CORPORATION THE INCOE CORPORATION PLAN | AUBURN HILLS MI | 171 | $24.9M | $955K |
| 7 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $879K |
| 8 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $691K |
| 9 | SAMSUNG C&T AMERICA, INC. SAMSUNG C&T AMERICA, INC. RETIREMENT SAVINGS PLAN | RIDGEFIELD PARK NJ | 439 | $29.6M | $550K |
| 10 | ESKER, INC. ESKER, INC. 401(K) SAVINGS PLAN | MIDDLETON WI | 261 | $41.0M | $546K |
