Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MFS Value R3 Fund " in their Schedule of Assets, totaling $67.8M 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 | CHA GENERAL SERVICES, INC. THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN | SOMERVILLE MA | 3,901 | $358.3M | $15.3M |
| 2 | MARTIGNETTI COMPANIES, LLC MARTIGNETTI COMPANIES, LLC 401(K) PLAN | TAUNTON MA | 1,163 | $240.5M | $13.8M |
| 3 | CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. |
MALDEN MA |
| 564 |
| $245.2M |
| $8.9M |
| 4 | IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK NJ | 646 | $182.3M | $6.5M |
| 5 | PEET'S COFFEE & TEA, LLC PEET'S COFFEE & TEA, LLC SAVINGS & RETIREMENT PLAN | EMERYVILLE CA | 4,443 | $130.3M | $5.9M |
| 6 | CONCRETE SUPPLY COMPANY, LLC CONCRETE SUPPLY COMPANY SAVINGS PLAN | CHARLOTTE NC | 1,206 | $65.1M | $4.6M |
| 7 | THE CLOSURE SYSTEMS COMPANIES INC EMPLOYEE RETIREMENT PLAN FOR CLOSURE SYSTEMS INTERNATIONAL | INDIANAPOLIS IN | 822 | $131.1M | $3.3M |
| 8 | GOODIN COMPANY GOODIN RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 531 | $74.3M | $2.4M |
| 9 | MIKE THOMPSON RECREATIONAL VEHICLES MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN | SANTA FE SPRINGS CA | 267 | $22.8M | $1.6M |
| 10 | BAYER BUILT WOODWORKS, INC. BAYER BUILT WOODWORKS, INC. RETIREMENT PLAN | BELGRADE MN | 427 | $48.6M | $1.4M |
