Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Value Fund N/R in their Schedule of Assets, totaling $9.3M 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 | LEWIS & CLARK COLLEGE LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN | PORTLAND OR | 807 | $337.2M | $6.0M |
| 2 | FEDWAY ASSOCIATES, INC. FEDWAY ASSOCIATES, INC. 401(K) EMPLOYEE SAVINGS PLAN | BASKING RIDGE NJ | 797 | $188.5M | $2.0M |
| 3 | ENERCON INDUSTRIES, INC. |
GERMANTOWN WI |
| 138 |
| $26.1M |
| $899K |
| 4 | JOURNEY BANK JOURNEY BANK EMPLOYEES' PROFIT SHARING PLAN | BLOOMSBURG PA | 264 | $18.5M | $455K |
