Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Investment Management MFS International Intrinsic Value Fund 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $5.5M |
| 2 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $4.3M |
| 3 | VESCO OIL CORPORATION VESCO OIL CORPORATION 401(K) PLAN |
SOUTHFIELD MI |
| 238 |
| $21.7M |
| $646K |
| 4 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $231K |
| 5 | HOUSING ASSISTANCE CORPORATION HOUSING ASSISTANCE CORPORATION EMPLOYEE PENSION PLAN | HYANNIS MA | 114 | $5.9M | $194K |
| 6 | SIGNATURE RETAIL SERVICES, INC. SIGNATURE RETAIL SERVICES, INC. 401(K) PROFIT SHARING PLAN | AURORA IL | 462 | $7.9M | $68K |
| 7 | SOLUTIONS 4 COMMUNITY HEALTH, INC. SOLUTIONS 4 COMMUNITY HEALTH, INC.401 (K) RETIREMENT PLAN | PEEKSKILL NY | 133 | $4.1M | $61K |
