Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Investment Management MFS Value in their Schedule of Assets, totaling $70.1M 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 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $66.9M |
| 2 | FGS, LLC FGS, LLC 401(K) PROFIT SHARING PLAN | LA PLATA MD | 335 | $21.1M | $1.9M |
| 3 | RAVENSCROFT SCHOOL RAVENSCROFT SCHOOL RETIREMENT PLAN |
RALEIGH NC |
| 297 |
| $57.3M |
| $991K |
| 4 | SAINT MARYS SCHOOL SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN | RALEIGH NC | 94 | $20.4M | $209K |
| 5 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $32K |
| 6 | SMS MILL SERVICES, LLC SMS MILL SERVICES, LLC 401(K) PLAN & TRUST | EAST CHICAGO IN | 78 | $1.4M | $15K |
