MFS Value Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 149 retirement plans report an interest in this investment, totaling $18.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
149
Reported interest (EOY)
$18.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 4 name variants: MFS Value Fund, MFS Value, MFS Value Portfolio, MFS Funds Value Fund. Counts combine all variants of the same investment.
Plans holding MFS Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN | TELLURIDE CO | 534 | $15.9M | $2.1M |
| 2 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $1.9M |
| 3 | LAPP HOLDING NA, INC. LAPP HOLDING NA, INC. 401(K) PLAN | FLORHAM PARK NJ | 278 | $44.3M | $1.5M |
| 4 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $1.0M |
| 5 | CSWW, INC. CSWW, INC. 401(K) PLAN | GREAT FALLS MT | 693 | $16.4M | $930K |
| 6 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN | PHOENIX AZ | 174 | $15.4M | $673K |
| 7 | WESTOVER PROPERTY MANAGEMENT COMPANY LP WESTOVER PROPERTY MANAGEMENT COMPANY LP RETIREMENT PLAN | KING OF PRUSSIA PA | 395 | $12.8M | $605K |
| 8 | MERRYMAN-FARR, LLC MERRYMAN-FARR, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 173 | $11.1M | $549K |
| 9 | COMMUNITY SERVICES FOR THE AGING, INC PENSION PLAN FOR THE EMPLOYEES OF MOUNTAINVIEW NURSING HOME | SPARTANBURG SC | 58 | $7.0M | $537K |
| 10 | LRK INC. LRK INC. 401(K) PLAN | MEMPHIS TN | 119 | $25.6M | $529K |
See all 149 plans holding MFS Value Fund
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