Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management MFS Value Fund R2 in their Schedule of Assets, totaling $2.0M 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 | SCHUSTER ENTERPRISES, INC. SCHUSTER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS GA | 318 | $21.4M | $1.8M |
| 2 | WINDBER MEDICAL CENTER WINDBER MEDICAL CENTER 403(B) PLAN | WINDBER PA | 526 | $17.5M | $142K |
