Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS MFS International Intrinsic Value Fund - in their Schedule of Assets, totaling $11.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 442 | $133.6M | $2.9M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $2.5M |
| 3 | GLAUS, PYLE, SCHOMER, BURNS & DEHAVEN, INC. |
AKRON OH |
| 781 |
| $172.2M |
| $1.7M |
| 4 | MORTGAGE BANKERS ASSOCIATION THE MORTGAGE BANKERS ASSOCIATION 401(K) SAVINGS PLAN | WASHINGTON DC | 158 | $77.5M | $1.6M |
| 5 | H & T WATERBURY, INC. H&T WATERBURY, INC. 401(K) PLAN | WATERBURY CT | 429 | $24.3M | $535K |
| 6 | CHESTNUT HEALTH SYSTEMS, INC. CHESTNUT HEALTH SYSTEMS, INC. 401(K) RETIREMENT PLAN | BLOOMINGTON IL | 808 | $41.6M | $485K |
| 7 | H & T WATERBURY, LLC H&T WATERBURY, LLC 401(K) PLAN | WATERBURY CT | 401 | $25.4M | $343K |
| 8 | RICARDO LLC RICARDO LLC 401(K) RETIREMENT PLAN | VAN BUREN TOWNSHIP MI | 333 | $77.6M | $271K |
| 9 | ROECHLING INDUSTRIAL CLEVELAND ROECHLING INDUSTRIAL CLEVELAND 401(K) RETIREMENT PLAN | CLEVELAND OH | 179 | $17.3M | $233K |
| 10 | KTM NORTH AMERICA, INC. KTM NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST | MURRIETA CA | 307 | $22.9M | $228K |
