Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Investment Management Value Fund in their Schedule of Assets, totaling $22.7M 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 | FIRST FINANCIAL BANCORP FIRST FINANCIAL BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 2,084 | $171.4M | $13.3M |
| 2 | FLINTCO, LLC FLINTCO, LLC SAVINGS PLUS PLAN | TULSA OK | 839 | $113.5M | $5.7M |
| 3 | NORTHWEST ADMINISTRATORS, INC. NORTHWEST ADMINISTRATORS, INC. TAX DEFERRED SAVINGS PLAN |
SEATTLE WA |
| 398 |
| $92.1M |
| $1.3M |
| 4 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN | CENTENNIAL CO | 542 | $77.9M | $1.1M |
| 5 | FRONT PORCH COMMUNITIES AND SERVICES FRONT PORCH RETIREMENT PLAN | GLENDALE CA | 2,900 | $127.4M | $477K |
| 6 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $348K |
| 7 | AXINN, VELTROP & HARKRIDER, LLP AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 107 | $43.0M | $318K |
| 8 | HAYNES MECHANICAL SYSTEMS, INC. HAYNES MECHANICAL SYSTEMS, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 237 | $24.7M | $93K |
| 9 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY UNION EMPLOYEE 401(K) PROFIT SHARING PLAN | CENTENNIAL CO | 98 | $10.8M | $50K |
| 10 | EASTERN NIAGARA HOSPITAL, INC. EASTERN NIAGARA HOSPITAL 403(B) RETIREMENT PLAN | LOCKPORT NY | 34 | $127K | $16K |
