Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Investment Management MFS International Intrinsic Value R6 Fund in their Schedule of Assets, totaling $2.1M 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 | VENTAS, INC. VENTAS, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 501 | $90.4M | $1.1M |
| 2 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $420K |
| 3 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN |
ALEXANDRIA VA |
| 271 |
| $21.1M |
| $227K |
| 4 | SUBSYSTEM TECHNOLOGIES, INC. SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN | ARLINGTON VA | 241 | $18.0M | $222K |
| 5 | CORNERSTONE MONTGOMERY, INC. CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | ROCKVILLE MD | 574 | $17.5M | $149K |
