Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value R3 Mutual funds in their Schedule of Assets, totaling $1.5M 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 | MEYER, BORGMAN & JOHNSON, INC. MEYER,BORGMAN & JOHNSON, INC. PROFIT SHARING & 401(K) PLAN | MINNEAPOLIS MN | 107 | $14.6M | $658K |
| 2 | DAVIS SELECTED ADVISERS, L.P. DAVIS SELECTED ADVISERS, L.P. 401(K) PLAN | TUCSON AZ | 125 | $87.8M | $416K |
| 3 | WNS NORTH AMERICA, INC. |
NEW YORK NY |
| 1,032 |
| $63.1M |
| $408K |
