Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value Fund Mutual fund ( 1 ) in their Schedule of Assets, totaling $15.6M 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 | TEREX CORPORATION TEREX CORPORATION AND AFFILIATES 401(K) RETIREMENT SAVINGS PLAN | NORWALK CT | 5,794 | $687.4M | $13.1M |
| 2 | BAKER & HOSTETLER LLP BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN | CLEVELAND OH | 1,897 | $1.2B | $2.5M |