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 R3 in their Schedule of Assets, totaling $22.4M 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 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $16.5M |
| 2 | STAUFFER BISCUIT COMPANY STAUFFER BISCUIT COMPANY 401(K) PLAN | YORK PA | 602 | $32.9M | $3.3M |
| 3 | ALLIANT HEALTH GROUP, INC. ALLIANT HEALTH SOLUTIONS, INC. 403(B) PLAN |
ATLANTA GA |
| 219 |
| $42.8M |
| $2.6M |
| 4 | KIPP SOCAL PUBLIC SCHOOLS KIPP SOCAL PUBLIC SCHOOLS 401(K) PLAN | LOS ANGELES CA | 1,473 | $36.8M | $85K |
