Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MFS Value Fund A N/R in their Schedule of Assets, totaling $3.4M 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 | SCHOTTENSTEIN STORES CORP. THE PROFIT SHARING AND 401(K) PLAN | COLUMBUS OH | 3,103 | $163.5M | $3.4M |
| 2 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG PA | 3,712 | $364.9M | $23K |
