Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Value R3 Fund Mutual fund - in their Schedule of Assets, totaling $14.9M 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 | AMERICOLD LOGISTICS LLC AMERICOLD LOGISTICS EMPLOYEE SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 9,539 | $319.7M | $12.8M |
| 2 | JEFFERSON CENTER FOR MENTAL HEALTH JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN | WHEAT RIDGE CO | 756 | $42.4M | $849K |
| 3 | MILTENYI BIOTEC NORTH AMERICA INC. |
GAITHERSBURG MD |
| 844 |
| $121.3M |
| $720K |
| 4 | GAIA INTERNATIONAL, INC. GAIA, INC. 401(K) PLAN | LOUISVILLE CO | 105 | $13.0M | $324K |
| 5 | STATISTICAL RESEARCH, INC. STATISTICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN | TUCSON AZ | 126 | $12.3M | $122K |
| 6 | MATSUO INDUSTRIES USA, INC. 401(K) PLAN FOR EMPLOYEES OF MATSUO INDUSTRIES USA, INC. | JEFFERSON CITY TN | 130 | $4.6M | $42K |
