Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Investment Management MFS Value R3 Fund in their Schedule of Assets, totaling $25.0M 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 | REYNOLDS CONSUMER PRODUCTS LLC 401(K) RETIREMENT PLAN FOR REYNOLDS CONSUMER PRODUCTS | LAKE FOREST IL | 4,796 | $632.6M | $8.4M |
| 2 | HMA GROUP HOLDINGS, LLC HMA GROUP HOLDINGS, LLC 401(K) PLAN | DES MOINES IA | 1,261 | $245.4M | $5.3M |
| 3 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN |
BUFFALO NY |
| 922 |
| $112.4M |
| $3.5M |
| 4 | PROAMPAC HOLDINGS INC. PROAMPAC RETIREMENT PLAN | CINCINNATI OH | 3,957 | $298.6M | $2.3M |
| 5 | IBEW LOCAL UNION 288 AND NECA IOWA CHAPTER, JOINT BOARD OF TRUSTEES IBEW LOCAL 288 RETIREMENT AND 401K PLAN | WATERLOO IA | 213 | $28.3M | $1.9M |
| 6 | HEBREW HOME FOR THE AGED AT RIVERDALE HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | RIVERDALE NY | 38 | $21.4M | $1.7M |
| 7 | WILLIS CADILLAC, INC. WILLIS CADILLAC, INC. RETIREMENT PLAN | DES MOINES IA | 444 | $45.1M | $642K |
| 8 | MEGAMEX FOODS LLC MEGAMEX FOODS, LLC 401(K) PLAN | ORANGE CA | 639 | $22.5M | $548K |
| 9 | STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE SC | 298 | $20.0M | $483K |
| 10 | ROGERSON COMMUNITIES ROGERSON COMMUNITIES RETIREMENT SAVINGS PLAN | BOSTON MA | 308 | $10.8M | $304K |
