Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Management MFS Investment Management Value R3 Fund in their Schedule of Assets, totaling $63K 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 | PEDIATRIC MANAGEMENT GROUP, LLC THE PEDIATRIC MANAGEMENT GROUP, LLC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 101 | $11.8M | $63K |
