Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Intl Intrinsic Value R3 in their Schedule of Assets, totaling $47.3M 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 TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $45.3M |
| 2 | LYNN UNIVERSITY, INC. LYNN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 544 | $88.4M | $1.5M |
| 3 | DETROIT COUNTRY DAY SCHOOL |
BEVERLY HILLS MI |
| 286 |
| $105.9M |
| $552K |