Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MFS MFS Value R3 in their Schedule of Assets, totaling $152.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE UT | 15,517 | $1.4B | $45.9M |
| 2 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $38.7M |
| 3 | AAAA RETIRE. FUND FOR MEM. AGENCIES |
CHARLOTTE NC |
| — |
| $420.1M |
| $38.6M |
| 4 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $5.8M |
| 5 | LANDSTAR SYSTEM HOLDINGS, INC. LANDSTAR SYSTEM, INC. 401(K) SAVINGS PLAN | JACKSONVILLE FL | 1,301 | $169.0M | $5.6M |
| 6 | WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOODMENLIFE 401(K) PLAN | OMAHA NE | 1,225 | $160.4M | $5.2M |
| 7 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $2.1M |
| 8 | STEUBEN FOODS, INC. STEUBEN FOODS, INC. SAVINGS PLAN | ELMA NY | 924 | $71.8M | $2.0M |
| 9 | FLEXENTIAL CORP. FLEXENTIAL CORP. 401(K) PLAN | CHARLOTTE NC | 948 | $100.1M | $1.6M |
| 10 | UNIVERSITY OF MOUNT OLIVE UNIVERSITY OF MOUNT OLIVE 401(K) PLAN | MOUNT OLIVE NC | 186 | $28.1M | $1.4M |
