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 R3 in their Schedule of Assets, totaling $19.7M 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 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN | SOUTHFIELD MI | 1,046 | $226.5M | $15.0M |
| 2 | LOGIX EMPLOYMENT SERVICES,INC. LOGIX EMPLOYMENT SERVICES, INC. EMPLOYEE SAVINGS PLAN | VALENCIA CA | 841 | $173.2M | $3.2M |
| 3 | RK STRATMAN, INC. |
WENTZVILLE MO |
| 91 |
| $9.0M |
| $710K |
| 4 | GOODWILL OF NORTH GEORGIA, INC GOODWILL OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN | DECATUR GA | 3,514 | $27.9M | $524K |
| 5 | CORODATA CORPORATION CORODATA CORPORATION 401(K) PLAN | POWAY CA | 152 | $17.9M | $274K |