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 Class R3 in their Schedule of Assets, totaling $5.7M 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 | SHIMADZU SCIENTIFIC INSTRUMENTS, INC. SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN | COLUMBIA MD | 582 | $114.5M | $5.5M |
| 2 | WHEATON VAN LINES, INC. WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN | INDIANAPOLIS IN | 114 | $30.2M | $203K |
| 3 | MICROPAC INDUSTRIES, INC. |
GARLAND TX |
| 137 |
| $15.1M |
| $19K |
