Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS INTRNTL INTRINSIC VL FD R4 MUTUAL FUNDS in their Schedule of Assets, totaling $11.0M 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 | EMBRAER AIRCRAFT HOLDING, INC. EMBRAER AIRCRAFT HOLDING, INC. 401(K) RETIREMENT PLAN | FT. LAUDERDALE FL | 2,217 | $204.6M | $7.8M |
| 2 | MCNAUGHTON MCKAY ELECTRIC COMPANY MCNAUGHTON MCKAY ELECTRIC CO. 401(K) & PROFIT SHARING PLAN | MADISON HEIGHTS MI | 1,604 | $165.5M | $2.3M |
| 3 | HMM (AMERICA), INC |
IRVING TX |
| 374 |
| $28.4M |
| $929K |