Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS Value R4 Fund in their Schedule of Assets, totaling $18.7M 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 | FIRSTHEALTH OF THE CAROLINAS, INC. FIRSTHEALTH OF THE CAROLINAS, INC. RETIREMENT GROWTH PLAN | PINEHURST NC | 6,350 | $121.2M | $4.9M |
| 2 | IVOCLAR VIVADENT, INC. IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN | AMHERST NY | 494 | $114.2M | $4.3M |
| 3 | SOLOMON COLORS, INC. |
SPRINGFIELD IL |
| 183 |
| $29.2M |
| $3.5M |
| 4 | MCLAUGHLIN BODY COMPANY MCLAUGHLIN BODY COMPANY 401(K) PLAN | MOLINE IL | 346 | $50.4M | $2.9M |
| 5 | TEXAS PIPE AND SUPPLY COMPANY TEXAS PIPE & SUPPLY COMPANY 401(K) PLAN | HOUSTON TX | 1,436 | $64.3M | $858K |
| 6 | WOODFIN HEATING, INC. DOSWELL OPERATING GROUP 401(K) PLAN | RICHMOND VA | 1,053 | $43.1M | $730K |
| 7 | GENPAK LLC GENPAK 401(K) PLAN | CHARLOTTE NC | 1,255 | $86.8M | $707K |
| 8 | VITECH SYSTEMS GROUP VITECH SYSTEMS SUB, LLC 401(K) PLAN | NEW YORK NY | 412 | $101.1M | $448K |
| 9 | BGDC DISTRIBUTION LLC BGDC DISTRIBUTION LLC 401(K) PLAN | FOREST PARK GA | 320 | $18.8M | $312K |
| 10 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $11K |
