Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Value Fund (1) in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PERMA-FIX ENVIRONMENTAL SERVICES IN PERMA-FIX ENVIRONMENTAL SERVICES, INC. 401(K) PLAN | ATLANTA GA | 276 | $30.3M | $1.3M |
| 2 | KORG USA INC. KORG USA INC. 401(K) RETIREMENT PLAN | MELVILLE NY | 79 | $24.8M | $1.1M |
| 3 | ANTENNA RESEARCH ASSOCIATES, INC. ANTENNA RESEARCH, INC. 401(K) PLAN |
LAUREL MD |
| 228 |
| $15.6M |
| $173K |
