Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS Large Cap Value Ct in their Schedule of Assets, totaling $43.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) | ORLANDO FL | 16,954 | $903.0M | $23.0M |
| 2 | TIVITY HEALTH, INC. TIVITY HEALTH, INC. RETIREMENT SAVINGS PLAN | FRANKLIN TN | 471 | $118.7M | $5.2M |
| 3 | EAGLE MATERIALS, INC. EAGLE MATERIALS, INC. RETIREMENT PLAN |
DALLAS TX |
| 2,540 |
| $283.6M |
| $5.2M |
| 4 | HICKORY SPRINGS MANUFACTURING COMPANY HICKORY SPRINGS EMPLOYEES 401(K) PLAN | HICKORY NC | 1,754 | $75.1M | $4.7M |
| 5 | KYOCERA DOCUMENT SOLUTIONS AMERICA, INC. KDA 401(K) PLAN | FAIRFIELD NJ | 665 | $164.2M | $2.4M |
| 6 | TANDYM GROUP HOLDINGS, LLC TANDYM GROUP HOLDINGS, LLC | NEW YORK NY | 5,065 | $23.1M | $1.4M |
| 7 | CORY WATSON, P.C. CORY WATSON, P.C. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 89 | $27.3M | $876K |
| 8 | AUTISM SOCIETY OF NORTH CAROLINA, INC. AUTISM SOCIETY OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN | RALEIGH NC | 735 | $8.8M | $290K |
| 9 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $289K |
| 10 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP CONTRACTED EMPLOYEES 401(K) PLAN | SAN FRANCISCO CA | 109 | $6.1M | $16K |
