Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding MFS Value Mutual fund in their Schedule of Assets, totaling $42.9M 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 | POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY MO | 1,397 | $518.1M | $18.1M |
| 2 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $3.4M |
| 3 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN |
BELLEVUE WA |
| 588 |
| $86.9M |
| $2.8M |
| 4 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $2.7M |
| 5 | DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE GA | 139 | $35.6M | $2.4M |
| 6 | POLSINELLI PC POLSINELLI PROFIT SHARING PLAN II | KANSAS CITY MO | 1,311 | $93.2M | $2.3M |
| 7 | JOHNS BYRNE COMPANY JOHNSBYRNE COMPANY 401(K) SAVINGS PLAN | NILES IL | 158 | $24.2M | $1.5M |
| 8 | MANGANARO NORTH AMERICA, INC. MANGANARO 401(K) PLAN | BELTSVILLE MD | 143 | $17.6M | $1.3M |
| 9 | HUMAN TECHNOLOGIES CORPORATION HUMAN TECHNOLOGIES CORPORATION RETIREMENT PLAN | UTICA NY | 328 | $11.8M | $1.2M |
| 10 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $1.2M |
