Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value Fund Class R4 Mutual Funds in their Schedule of Assets, totaling $2.4M 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 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $1.8M |
| 2 | ST. PAUL ACADEMY AND SUMMIT SCHOOL ST. PAUL ACADEMY AND SUMMIT SCHOOL 403(B) DC PLAN | ST. PAUL MN | 457 | $61.4M | $392K |
| 3 | TRUSTEES OF EMMANUEL COLLEGE |
BOSTON MA |
| 502 |
| $121.6M |
| $249K |
