Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value R3 Registered investment companies in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREGORY ELECTRIC COMPANY, INC. GREGORY ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | COLUMBIA SC | 220 | $20.3M | $2.2M |
| 2 | KERN RADIOLOGY MEDICAL GROUP, INC. KERN RADIOLOGY MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 55 | $13.8M | $890K |
