Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding MFS Value Registered investment company in their Schedule of Assets, totaling $4.2M 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 | CAMDEN COUNTY PARTNERSHIP FOR CHILDREN CAMDEN COUNTY PARTNERSHIP FOR CHILDREN 401(K) PLAN | VOORHEES NJ | 164 | $11.9M | $1.6M |
| 2 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $1.2M |
| 3 | THE HENRY FRANCIS DUPONT WINTERTHUR MUSEUM |
WINTERTHUR DE |
| 308 |
| $20.7M |
| $518K |
| 4 | SAINT URSULA ACADEMY OF CINCINNATI, INC. SAINT URSULA ACADEMY OF CINCINNATI, INC. 403(B) RETIREMENT PLAN | CINCINNATI OH | 91 | $16.7M | $387K |
| 5 | NEW RESOURCES COMPANIES, INC. NEW RESOURCES COMPANIES 401(K) PLAN | MILWAUKEE WI | 135 | $12.0M | $162K |
| 6 | HARDING ACADEMY HARDING ACADEMY TAX DEFERRED ANNUITY PLAN | NASHVILLE TN | 98 | $16.6M | $95K |
| 7 | CLEVER CARE HEALTH PLAN INC. CLEVER CARE 401(K) PLAN | HUNTINGTON BEACH CA | 204 | $7.0M | $50K |
| 8 | HOPE HOSPICE HOPE HOSPICE 403(B) TAX DEFERRED ANNUITY PLAN | NEW BRAUNFELS TX | 150 | $4.1M | $44K |
| 9 | ARTESIA CHRISTIAN HOME ARTESIA CHRISTIAN HOME 403B PLAN | ARTESIA CA | 204 | $7.2M | $10K |
