Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS MFS Value R6 n/a in their Schedule of Assets, totaling $55.2M 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 | ALLEGHENY TECHNOLOGIES INCORPORATED ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST | DALLAS TX | — | $1.3B | $27.7M |
| 2 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $17.0M |
| 3 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN |
HARRISBURG PA |
| 1,089 |
| $80.6M |
| $4.1M |
| 4 | TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING PLAN | BATON ROUGE LA | 90 | $56.0M | $3.8M |
| 5 | GREENLEAF NURSERY CO. GREENLEAF NURSERY CO. 401(K) PROFIT SHARING PLAN | PARK HILL OK | 812 | $35.9M | $824K |
| 6 | INDIANA INTERNAL MEDICINE CONSULTANTS, PC INDIANA INTERNAL MEDICINE CONSULTANTS PROFIT SHARING PLAN | GREENWOOD IN | 225 | $93.5M | $691K |
| 7 | TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN | BATON ROUGE LA | 126 | $13.0M | $408K |
| 8 | IDA COUNTY, IOWA COMMUNITY HOSPITAL DBA HORN MEMORIAL HOSPITAL HORN MEMORIAL HOSPITAL 401(K) PLAN | IDA GROVE IA | 196 | $14.7M | $236K |
| 9 | INTEGRATED MEDICAL ALLIANCE,PA INTEGRATED MEDICINE ALLIANCE,P.A 401K PS PLAN | SHREWSBURY NJ | 174 | $16.7M | $182K |
| 10 | INTERNATIONAL AIDS VACCINE INITIATIVE, INC. IAVI 401(A) RETIREMENT PLAN | NEW YORK NY | 236 | $7.4M | $144K |
