Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Value R4 in their Schedule of Assets, totaling $21.1M 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 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $8.9M |
| 2 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $4.4M |
| 3 | INTERNATIONAL IMAGING MATERIALS, INC. |
AMHERST NY |
| 340 |
| $65.0M |
| $4.3M |
| 4 | SUMMIT POLYMERS, INC. SUMMIT POLYMERS, INC. EMPLOYEES' PROFIT SHARING PLAN | PORTAGE MI | 1,921 | $116.7M | $2.6M |
| 5 | DELTA ENGINEERS, ARCHITECTS & LAND SURVEYORS, DPC DELTA ENGINEERS, ARCHITECTS & LAND SURVEYORS, DPC RETIREMENT SAVINGS PLAN | ENDWELL NY | 103 | $20.7M | $403K |
| 6 | INDUSTRIAL BANK INDUSTRIAL BANK 401(K) PROFIT SHARING PLAN | LARGO MD | 142 | $16.3M | $289K |
| 7 | SENSIDYNE, LP SENSIDYNE, LP 401(K) PLAN | ST. PETERSBURG FL | 122 | $8.0M | $158K |
| 8 | ROBERT D. GILMORE & ASSOCIATES, INC. ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NEW BRITAIN PA | 182 | $28.9M | $134K |
