Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS International Value Fund in their Schedule of Assets, totaling $42.6M 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 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $27.3M |
| 2 | INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS CA | 3,569 | $1.7B | $13.4M |
| 3 | ORRSTOWN BANK |
CHAMBERSBURG PA |
| 625 |
| $51.7M |
| $1.3M |
| 4 | BAYES ACHIEVEMENT CENTER BAYES ACHIEVEMENT CENTER 401(K) PROFIT SHARING PLAN | HUNTSVILLE TX | 144 | $10.7M | $449K |
| 5 | BRIDGEPOINT HEALTHCARE, LLC BRIDGEPOINT HEALTHCARE 401(K) PLAN | ALEXANDRIA VA | 819 | $8.4M | $146K |
