Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Value Fund Mutual funds in their Schedule of Assets, totaling $34.9M 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 | SAMARITAN'S PURSE SAMARITAN'S PURSE 401(K) RETIREMENT PLAN | BOONE NC | 2,221 | $180.6M | $13.9M |
| 2 | PRIMO WATER HOLDINGS INC PRIMO RETIREMENT SAVINGS PLAN | TAMPA FL | 5,828 | $371.6M | $12.3M |
| 3 | FAMILY HEALTH CENTERS OF SAN DIEGO FAMILY HEALTH CENTERS OF SAN DIEGO TAX DEFERRED ANNUITY PLAN |
SAN DIEGO CA |
| 2,546 |
| $174.8M |
| $5.2M |
| 4 | COHEN HOLDINGS, INC. COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST | MIDDLETOWN OH | 313 | $20.6M | $1.9M |
| 5 | MITCHELLS SALON AND DAY SPA, INC. MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN | WEST CHESTER OH | 273 | $10.3M | $575K |
| 6 | KAISERAIR, INC. KAISERAIR, INC. SAVINGS AND PROFIT SHARING PLAN | OAKLAND CA | 157 | $25.8M | $459K |
| 7 | ARIZONA TECHNOLOGY COUNCIL ARIZONA TECHNOLOGY COUNCIL MULTIPLE EMPLOYER 401(K) PLAN | PHOENIX AZ | 103 | $7.1M | $216K |
| 8 | ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH MULTIPLE EMPLOYER RETIREMENT PLAN | OCEANSIDE CA | 5,135 | $21.7M | $213K |
| 9 | 300 STEWART AVENUE CORPORATION. THE 300 STEWART AVENUE CORPORATION 401(K) PLAN | LAS VEGAS NV | 166 | $4.8M | $114K |
