Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS® Value Fund Class R3 Mutual fund in their Schedule of Assets, totaling $49.9M 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 | VIRGINIA FARM BUREAU VIRGINIA FARM BUREAU COMPANIES EMPLOYEES' 401(K) PLAN | RICHMOND VA | 1,004 | $229.0M | $26.4M |
| 2 | ITG BRANDS, LLC ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | GREENSBORO NC | 1,810 | $397.9M | $5.9M |
| 3 | INTEGER HOLDINGS CORPORATION |
PLANO TX |
| 4,488 |
| $551.4M |
| $4.9M |
| 4 | DECEUNINCK NORTH AMERICA, INC. DECEUNINCK NORTH AMERICA, INC. 401(K) PLAN | MONROE OH | 490 | $54.4M | $3.9M |
| 5 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $3.9M |
| 6 | LUND FOOD HOLDINGS, INC. LUND FOOD HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | EDINA MN | 626 | $79.5M | $1.4M |
| 7 | DUININCK COMPANIES DUININCK COMPANIES 401(K) PLAN | PRINSBURG MN | 1,281 | $137.6M | $1.1M |
| 8 | WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. AND UNITED STEELWORKERS LOCAL 593 401(K) RETIREMENT PLAN | BUFFALO NY | 355 | $45.0M | $643K |
| 9 | ITG CIGARS, INC. ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED | GREENSBORO NC | 546 | $27.9M | $406K |
| 10 | ROYAL PLYWOOD COMPANY, LLC ROYAL PLYWOOD CO., LLC PROFIT SHARING PLAN | CERRITOS CA | 226 | $20.4M | $367K |
