Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Value Fund Class I in their Schedule of Assets, totaling $8.8M 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 | BD TEES H&W TRUST FD FOR IUOE L 99&99A H & W TRUST FD FOR IUOE LOCAL 99 & 99A | BALTIMORE MD | 2,807 | $89.9M | $6.5M |
| 2 | VISIQUATE INC. VISIQUATE INC. RETIREMENT TRUST | SANTA ROSA CA | 74 | $12.1M | $1.6M |
| 3 | KOBRE & KIM LLP KOBRE & KIM LLP PENSION PLAN |
NEW YORK NY |
| 77 |
| $17.2M |
| $370K |
| 4 | SENECA MEDICAL HOLDINGS, INC. SENECA MEDICAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | TIFFIN OH | 174 | $23.7M | $205K |
| 5 | NICHOLS COLLEGE NICHOLS COLLEGE 403B PLAN | DUDLEY MA | 307 | $40.0M | $147K |
