Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Value Fund R3 MFS Value Fund R3 ^ in their Schedule of Assets, totaling $14.0M 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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $8.9M |
| 2 | POMPS TIRE SERVICE INC. POMPS TIRE SERVICE INC SALARY SAVINGS PLAN | GREEN BAY WI | 2,753 | $160.9M | $4.2M |
| 3 | HOLZ MOTORS, INC. |
HALES CORNERS WI |
| — |
| $15.5M |
| $410K |
| 4 | COST OF WISCONSIN, INC. COST OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN | JACKSON WI | 208 | $13.3M | $249K |
| 5 | MILLS AUTOMOTIVE GROUP, INC. MILLS AUTO GROUP EMPLOYEES' PROFIT SHARING 401(K) PLAN | BAXTER MN | 294 | $13.6M | $223K |
