Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS MFS Val R3 - in their Schedule of Assets, totaling $200.5M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $147.4M |
| 2 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $23.0M |
| 3 | CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. |
MALDEN MA |
| 564 |
| $245.2M |
| $8.9M |
| 4 | SHIMADZU SCIENTIFIC INSTRUMENTS, INC. SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN | COLUMBIA MD | 582 | $114.5M | $5.5M |
| 5 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN | ATLANTA GA | 9,590 | $156.8M | $5.2M |
| 6 | RICK ENGINEERING COMPANY RICK ENGINEERING 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 394 | $63.0M | $4.9M |
| 7 | PROTO LABS, INC. PROTOLABS, INC. 401(K) PLAN | MAPLE PLAIN MN | 1,613 | $110.0M | $2.3M |
| 8 | CASSIA CASSIA 403(B) RETIREMENT PLAN | EDINA MN | 4,852 | $128.2M | $1.9M |
| 9 | NORTHWESTERN MEDICAL CENTER, INC NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN | ST. ALBANS VT | 762 | $93.2M | $785K |
| 10 | APRIMO US LLC APRIMO US LLC 401(K) PLAN | CHICAGO IL | 169 | $27.5M | $570K |
