Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investments Value Fund + in their Schedule of Assets, totaling $3.7M 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 | THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA 401(K) RETIREMENT PLAN | FRISCO TX | 508 | $71.0M | $2.3M |
| 2 | THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) | FRISCO TX | 383 | $29.0M | $809K |
| 3 | CREOKS MENTAL HEALTH SERVICES, INC. |
TULSA OK |
| 879 |
| $14.3M |
| $363K |
| 4 | M. SHANKEN COMMUNICATIONS, INC. M. SHANKEN COMMUNICATIONS, INC & SUBSIDIARIES 401(K) PLAN | NEW YORK NY | 117 | $33.4M | $196K |
