Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Value R3 Fund # in their Schedule of Assets, totaling $6.2M 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 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $4.4M |
| 2 | NATIONAL CONSTRUCTION ENTERPRISES, INC. NATIONAL CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | YPSILANTI MI | 276 | $45.9M | $1.7M |
| 3 | TRUMP PAYROLL CORP. |
NEW YORK NY |
| 1,173 |
| $75.0M |
| $112K |
| 4 | CLAYTON HEALTH SYSTEMS, INC. DBA UNION COUNTY GENERAL HOSPITAL SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF CLAYTON HEALTH SYSTEMS | CLAYTON NM | 86 | $3.8M | $2K |
