Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Mfs Value R3 Mutual Fund # in their Schedule of Assets, totaling $28.9M 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 | KADANT INC. THE KADANT INC. 401(K) RETIREMENT SAVINGS PLAN | WESTFORD MA | 1,377 | $207.7M | $4.1M |
| 2 | SCHWEBEL BAKING COMPANY THE SCHWEBEL BAKING COMPANY 401K PLAN | YOUNGSTOWN OH | 1,020 | $37.1M | $3.6M |
| 3 | PEABODY MOTOR SPORTS, INC. PEABODY MOTOR SPORTS, INC. 401(K) PROFIT SHARING PLAN |
PEABODY MA |
| 445 |
| $38.1M |
| $3.4M |
| 4 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $3.4M |
| 5 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $2.7M |
| 6 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $2.5M |
| 7 | AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. AAAA STAFF TAX-DEFERRED SAVINGS PLAN | NEW YORK NY | 88 | $28.9M | $2.3M |
| 8 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $2.0M |
| 9 | JOHNSON LAMBERT LLP JOHNSON LAMBERT LLP 401(K) PLAN | RALEIGH NC | 237 | $50.3M | $1.7M |
| 10 | CORRADO MANAGEMENT SERVICE, LLC CORRADO MANAGEMENT 401(K) PLAN | NEW CASTLE DE | 112 | $15.4M | $1.2M |
