Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investment Management MFS Value A in their Schedule of Assets, totaling $777K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $517K |
| 2 | PEERLESS INDUSTRIES, INC. PEERLESS 401(K) RETIREMENT PLAN | AURORA IL | 0 | $0 | $191K |
| 3 | STONEWALL ROAD RESTAURANT GROUP, LLC STONEWALL ROAD RESTAURANT GROUP, LLC 401(K) PLAN |
DALLAS TX |
| 868 |
| $718K |
| $51K |
| 4 | DELTA TECH SERVICE, INC. DELTA TECH SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BENICIA CA | 35 | $4.7M | $17K |
