Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Value Fund Class R3 Mutual fund N/A in their Schedule of Assets, totaling $10.2M 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 | MONUMENT HEALTH, INC. MONUMENT HEALTH, INC. 403(B) PLAN | RAPID CITY SD | 5,494 | $364.8M | $5.5M |
| 2 | NEW YORK YANKEES PARTNERSHIP NEW YORK YANKEES EMPLOYEE INVESTMENT PLAN | TAMPA FL | 549 | $90.4M | $3.9M |
| 3 | GOODWILL - EASTER SEALS MINNESOTA GOODWILL - EASTER SEALS MN 401(K) PLAN |
ST PAUL MN |
| 1,219 |
| $36.4M |
| $763K |
| 4 | UINTAH BASIN MEDICAL CENTER UINTAH BASIN MEDICAL CENTER 401K PROFIT SHARING PLAN | ROOSEVELT UT | 927 | $71.2M | $35K |
