Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS VAL FD CL A GM MUTUAL FUNDS in their Schedule of Assets, totaling $137.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCLANE COMPANY, INC. MCLANE COMPANY, INC. PROFIT SHARING PLAN | TEMPLE TX | 21,394 | $1.5B | $91.8M |
| 2 | PRATT INDUSTRIES U.S.A., INC. PRATT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 9,240 | $551.8M | $13.7M |
| 3 | KAESER COMPRESSORS, INC. KAESER COMPRESSORS, INC. 401(K) PROFIT SHARING PLAN |
FREDERICKSBURG VA |
| 634 |
| $84.1M |
| $4.5M |
| 4 | TRY-IT DISTRIBUTING COMPANY, INC TRY-IT DISTRIBUTING COMPANY, INC & SUBSIDIARIES CASH OR DEFERRED PLAN | LANCASTER NY | 641 | $47.9M | $3.8M |
| 5 | EMKAY INC. EMKAY INC. VOLUNTARY SAVINGS PLAN | ITASCA IL | 172 | $21.5M | $3.7M |
| 6 | HBT FINANCIAL, INC. HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST | BLOOMINGTON IL | 819 | $95.0M | $3.1M |
| 7 | FARNSWORTH GROUP, INC. FARNSWORTH GROUP, INC. 401(K) PLAN | BLOOMINGTON IL | 579 | $104.4M | $3.1M |
| 8 | C.B. MANAGEMENT CO., INC. C. B. MANAGEMENT CO., INC. PROFIT SHARING PLAN | SPRINGFIELD MO | 142 | $20.1M | $2.6M |
| 9 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $2.1M |
| 10 | SUNSET FOOD MART, INC. SUNSET FOOD MART, INC. 401(K) RETIREMENT PLAN | HIGHLAND PARK IL | 505 | $18.8M | $1.8M |
