Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding MFS Value Fund R3 in their Schedule of Assets, totaling $87.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $35.7M |
| 2 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $15.8M |
| 3 | PIPE FITTERS LOCAL NO 533 PENSION PLAN |
KANSAS CITY MO |
| 1,235 |
| $330.2M |
| $6.4M |
| 4 | THE PAPE' GROUP, INC. THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 4,462 | $441.8M | $4.7M |
| 5 | CURTIS C. GUNN, INC. CURTIS C. GUNN, INC. 401(K) PLAN | SAN ANTONIO TX | 619 | $54.7M | $4.6M |
| 6 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $3.7M |
| 7 | LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE FL | 123 | $6.8M | $1.3M |
| 8 | PLASTICS ENGINEERING COMPANY RETIREMENT AND SAVINGS PLAN FOR EMPLOYEES OF PLASTICS ENGINEERING COMPANY | SHEBOYGAN WI | 225 | $72.3M | $1.2M |
| 9 | GILSON, INC. GILSON, INC. EMPLOYEES RETIREMENT PLAN | MIDDLETON WI | 118 | $49.0M | $1.2M |
| 10 | GUILFORD COLLEGE GUILFORD COLLEGE DEFINED CONTRIBUTION PLAN | GREENSBORO NC | 293 | $82.8M | $1.1M |
