Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value R2 Fund Mutual fund in their Schedule of Assets, totaling $2.7M 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 | NATIONAL RETAIL FEDERATION NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 102 | $49.1M | $1.5M |
| 2 | PERSONAL TOUCH HOME CARE OF NY., INC. PERSONAL TOUCH 401(K) PLAN | LAKE SUCCESS NY | 1,519 | $17.8M | $1.1M |
| 3 | AUTOMOTIVE KEYS GROUP, LLC AUTOMOTIVE KEYS GROUP 401(K) PLAN |
VERNON HILLS IL |
| 272 |
| $8.2M |
| $47K |
