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 in their Schedule of Assets, totaling $3.5M 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 | BIRMINGHAM-SOUTHERN COLLEGE BIRMINGHAM-SOUTHERN COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | BIRMINGHAM AL | 361 | $84.9M | $2.0M |
| 2 | REGENT UNIVERSITY REGENT UNIVERSITY 403(B) RETIREMENT PLAN | VIRGINIA BEACH VA | 889 | $95.0M | $762K |
| 3 | RGI MANAGEMENT COMPANY LLC |
MINNETONKA MN |
| 1,348 |
| $124.5M |
| $628K |
| 4 | MAX HOME, LLC MAX HOME, LLC EMPLOYEES SAVINGS TRUST | FULTON MS | 447 | $2.2M | $82K |
