Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Value R5 in their Schedule of Assets, totaling $2.7M 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 | OPPORTUNITY COUNCIL OPPORTUNITY COUNCIL 403(B) PLAN | BELLINGHAM WA | 430 | $20.6M | $1.8M |
| 2 | WESTMINSTER CHRISTIAN ACADEMY ASSOCIATION WESTMINSTER CHRISTIAN ACADEMY RETIREMENT PLAN | TOWN AND COUNTRY MO | 294 | $22.3M | $409K |
| 3 | CAPSTONE REAL ESTATE SERVICES, INC. |
AUSTIN TX |
| 328 |
| $7.0M |
| $310K |
| 4 | BAY CORRUGATED CONTAINER, INC. BAY CORRUGATED CONTAINER EMPLOYEES' RETIREMENT PLAN AND TRUST | MONROE MI | 281 | $12.0M | $124K |
