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 R4 in their Schedule of Assets, totaling $2.4M 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 | UMC GROUP (USA) UMC 401(K) PLAN | SUNNYVALE CA | 73 | $43.7M | $2.4M |
| 2 | STONEY CREEK HOSPITALITY CORPORATION STONEY CREEK 401K) PLAN | DUBUQUE IA | 455 | $4.8M | $60K |
