Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Value Fund R4 Mutual fund in their Schedule of Assets, totaling $46.8M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $27.7M |
| 2 | OCEANEERING INTERNATIONAL, INC. OCEANEERING RETIREMENT INVESTMENT PLAN | HOUSTON TX | 3,923 | $828.6M | $13.9M |
| 3 | AIRCRAFT OWNERS AND PILOTS ASSOCIATION |
FREDERICK MD |
| 191 |
| $63.5M |
| $4.4M |
| 4 | THE TEACHING COMPANY, LLC THE TEACHING COMPANY 401(K) PLAN | CHANTILLY VA | 163 | $37.2M | $697K |
| 5 | TGH STAFFING, LLC D/B/A INTERHEALTH MEDICAL STAFFING SOLUTIONS INTERHEALTH MEDICAL STAFFING SOLUTIONS 401(K) PLAN | TAMPA FL | 703 | $4.0M | $7K |
