Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Mfs Value R3 in their Schedule of Assets, totaling $69.7M 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 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $24.9M |
| 2 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $11.7M |
| 3 | VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION MASTER TRUST |
CHAMPAIGN IL |
| — |
| $227.4M |
| $5.9M |
| 4 | CGG SERVICES (U.S.) INC. CGG 401(K) RETIREMENT PLAN | HOUSTON TX | 839 | $360.8M | $3.3M |
| 5 | ADVANCED INTEGRATION TECHNOLOGY LP ADVANCED INTEGRATION TECHNOLOGY 401(K) PLAN | PLANO TX | 340 | $56.6M | $2.5M |
| 6 | MANSFIELD OIL COMPANY OF GAINESVILLE, INC. MANSFIELD OIL COMPANY OF GAINESVILLE 401(K) PLAN | GAINESVILLE GA | 949 | $52.5M | $2.0M |
| 7 | BIOVENTUS LLC BIOVENTUS 401(K) PLAN | DURHAM NC | 901 | $148.0M | $1.8M |
| 8 | WOUNDED WARRIOR PROJECT, INC. WOUNDED WARRIOR PROJECT 401(K) PLAN | JACKSONVILLE FL | 905 | $64.7M | $1.5M |
| 9 | MARTIGNETTI COMPANIES, LLC LOCAL 8 SALARY SAVINGS PLAN | TAUNTON MA | 164 | $36.6M | $1.4M |
| 10 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | ISELIN NJ | 132 | $39.3M | $1.3M |
