Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Value Fund CL R3 in their Schedule of Assets, totaling $13.5M 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 | EMERGENCY CARE CONSULTANTS, P.A. THE EMERGENCY CARE CONSULTANTS RETIREMENT PLAN AND TRUST | MINNEAPOLIS MN | 301 | $110.3M | $9.9M |
| 2 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $2.6M |
| 3 | LOMBARDO HOMES OF MICHIGAN LLC |
SHELBY TOWNSHIP MI |
| 262 |
| $25.3M |
| $912K |
| 4 | WEST DEVELOPMENT LLC WEST DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | CARLSBAD CA | 237 | $8.8M | $82K |
