Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mfs Value R4 Mutual Fund in their Schedule of Assets, totaling $58.1M 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) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $23.6M |
| 2 | LECHASE CONSTRUCTION SERVICES, LLC LECHASE COMPANIES 401(K) SALARY SAVINGS TRUST | ROCHESTER NY | 547 | $100.9M | $11.5M |
| 3 | PIKE CONSTRUCTION SERVICES, INC. PIKE COMPANIES LIMITED 401(K) SAVINGS AND PROFIT SHARING PLAN |
ROCHESTER NY |
| 344 |
| $76.0M |
| $9.1M |
| 4 | NEWFIELDS COMPANIES, LLC NEWFIELDS COMPANIES, LLC 401(K) PLAN | ATLANTA GA | 118 | $60.4M | $3.4M |
| 5 | MACHINISTS, INC. MACHINISTS, INC. 401(K) SAVINGS PLAN & TRUST | SEATTLE WA | 123 | $21.8M | $2.5M |
| 6 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $2.5M |
| 7 | MUSEUM OF FINE ARTS MUSEUM OF FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 404 | $208.0M | $1.2M |
| 8 | INLINE ELECTRIC SUPPLY CO., INC. INLINE ELECTRIC 401(K) PLAN AND TRUST | HUNTSVILLE AL | 480 | $25.3M | $1.1M |
| 9 | SHELBY GRAVEL, INC. SHELBY GRAVEL, INC. EMPLOYEE 401(K) RETIREMENT PLAN | SHELBYVILLE IN | 250 | $32.9M | $1.1M |
| 10 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $1.0M |
