Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding MFS Value Fund Pooled separate account - in their Schedule of Assets, totaling $11.0M 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 | SN SERVICING CORPORATION SN SERVICING 401(K) PLAN | BATON ROUGE LA | 243 | $23.9M | $2.1M |
| 2 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $1.9M |
| 3 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN |
PALO ALTO CA |
| 181 |
| $40.2M |
| $1.9M |
| 4 | REPUBLIC DIESEL INC. REPUBLIC DIESEL, INC. 401(K) PLAN | LOUISVILLE KY | 108 | $6.8M | $781K |
| 5 | LOWELL COMMUNITY HEALTH CENTER, INC. LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 566 | $12.5M | $725K |
| 6 | LOWELL COMMUNITY HEALTH CENTER INC LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 156 | $7.8M | $592K |
| 7 | NEN HOLDINGS, LLC NEXTEDGE 401(K) PLAN | ALPHARETTA GA | 564 | $27.1M | $488K |
| 8 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $368K |
| 9 | AURA SUB, LLC AURA 401(K) RETIREMENT PLAN | BOSTON MA | 429 | $48.7M | $295K |
| 10 | SPAN CONSTRUCTION & ENGINEERING, INC. SPAN CONSTRUCTION & ENGINEERING, INC. 401K RETIREMENT PLAN | MADERA CA | 430 | $18.1M | $293K |
