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 Mutual Fund in their Schedule of Assets, totaling $12.9M 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 | EPIC GAMES INC EPIC GAMES, INC. 401(K) PLAN AND TRUST | CARY NC | 2,890 | $711.3M | $8.4M |
| 2 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $2.5M |
| 3 | PEDERNALES ELECTRIC COOPERATIVE, INC. |
JOHNSON CITY TX |
| 985 |
| $198.6M |
| $1.6M |
| 4 | RLA ENGINEERING, LLC RLA ENGINEERING RETIREMENT 401(K) PLAN | VANCOUVER WA | 61 | $4.5M | $331K |
