Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Value Fund R4 in their Schedule of Assets, totaling $17.7M 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 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $7.5M |
| 2 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY 401(K) SAVINGS AND PROFIT SHARING PLAN | ORCHARD PARK NY | 275 | $49.1M | $3.2M |
| 3 | APEX COMPANIES, LLC |
ROCKVILLE MD |
| 1,272 |
| $111.8M |
| $3.1M |
| 4 | CAROLINA ASTHMA & ALLERGY CENTER, PA CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN | CHARLOTTE NC | 176 | $30.2M | $1.3M |
| 5 | PUBLIC BROADCASTING SERVICE PUBLIC BROADCASTING SERVICE DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 652 | $264.3M | $1.3M |
| 6 | DIAMOND SURFACE, INC. DIAMOND SURFACE, INC. 401(K) PLAN | ROGERS MN | 73 | $15.4M | $773K |
| 7 | U.S. TOBACCO COOPERATIVE INC. U.S. TOBACCO COOPERATIVE 401(K) PLAN | RALEIGH NC | 271 | $23.3M | $498K |
| 8 | INFIRST BANK INFIRST BANK 401(K) PROFIT SHARING PLAN | INDIANA PA | 113 | $11.5M | $81K |
