Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value R4 Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 143 | $85.3M | $2.0M |
| 2 | VALLEY CITIES COUNSELING AND CONSULTATION VALLEY CITIES COUNSELING & CONSULTATION 403(B) PLAN | KENT WA | 594 | $15.8M | $86K |
