Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mutual of Omaha MFS Value Fund in their Schedule of Assets, totaling $8.2M 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 | HUNTER INDUSTRIES INCORPORATED THE HUNTER SAVINGS INVESTMENT PLAN | SAN MARCOS CA | 1,187 | $220.4M | $8.2M |
| 2 | SPAN CONSTRUCTION & ENGINEERING, INC. SPAN CONSTRUCTION & ENGINEERING, INC. 401(K) RETIREMENT PLAN | MADERA CA | 216 | $11.6M | $23K |
