Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Value Fund Class in their Schedule of Assets, totaling $14.3M 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 | AMERICAN AUTOMOBILE ASSOC., INC. THE AAA THRIFT / SAVINGS PLAN | HEATHROW FL | 469 | $225.3M | $11.9M |
| 2 | ALLIANCE WATER RESOURCES, INC. ALLIANCE WATER RESOURCES, INC. PROFIT SHARING/401(K) PLAN | COLUMBIA MO | 320 | $20.9M | $1.3M |
| 3 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE |
LA JOLLA CA |
| 493 |
| $218.6M |
| $617K |
| 4 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $375K |
| 5 | SOUTHERN MAIL SERVICE, INC. SOUTHERN MAIL SERVICE, INC. RETIREMENT PLAN | CONROE TX | 655 | $11.3M | $80K |
