Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Value R4 Fund Mutual fund in their Schedule of Assets, totaling $29.5M 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 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM AL | 801 | $409.8M | $22.9M |
| 2 | HUBER + SUHNER NORTH AMERICA CORPORATION HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN | CHARLOTTE NC | 174 | $43.8M | $4.6M |
| 3 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN |
SAN FRANCISCO CA |
| 1,242 |
| $119.0M |
| $1.9M |
| 4 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST | BIRMINGHAM AL | 195 | $10.8M | $69K |
