Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value R3 MFS 0 in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONSTRUCTION RESOURCES HOLDINGS, LLC CONSTRUCTION RESOURCES HOLDINGS RETIREMENT PLAN | DECATUR GA | 654 | $13.3M | $1.1M |
| 2 | RECONSTRUCTION EXPERTS, INC. RECONSTRUCTION EXPERTS, INC. 401(K) PLAN | LAKEWOOD CO | 324 | $5.1M | $74K |
| 3 | BRETT DINOVI AND ASSOCIATES, LLC |
MOUNT LAUREL NJ |
| 972 |
| $8.3M |
| $53K |