Form 5500 Search

MFS Value Fund R6

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 52 retirement plans report an interest in this investment, totaling $33.0M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
52
Reported interest (EOY)
$33.0M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: MFS Value Fund R6, MFS Value R6, MFS Value R6 Fund. Counts combine all variants of the same investment.

Plans holding MFS Value Fund R6ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1NATIONAL VETERINARY ASSOCIATES, INC.
NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN
WESTLAKE VILLAGE
CA
49,760$809.2M$12.4M
2JOHNSON HEALTH TECH NORTH AMERICA, INC.
JHT 401(K) PLAN
COTTAGE GROVE
WI
1,376$86.6M$5.1M
3RAYONIER INC.
RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES
WILDLIGHT
FL
335$122.7M$3.0M
4PLAN COMPLIANCE SERVICES, INC.
SECURE CHOICE POOLED EMPLOYER PLAN
CLEARWATER
FL
1,360$2.2M
5PEOPLESBANK
PEOPLESBANK DEFINED BENEFIT PENSION PLAN
HOLYOKE
MA
44$19.8M$1.9M
6GREENWICH VILLAGE FISH CO., INC.
GREENWICH VILLAGE FISH CO., INC. 401(K) / PROFIT SHARING PLAN
NEW YORK
NY
773$24.3M$1.3M
7LEE MANAGEMENT COMPANY
LEE MANAGEMENT COMPANY 401(K) PROFIT SHARING
AUBURN
ME
349$34.4M$761K
8NY COMMUNITY FINANCIAL LLC
NY COMMUNITY FINANCIAL LLC 401K PLAN
RIVER EDGE
NJ
266$6.8M$751K
9CANISIUS HIGH SCHOOL
CANISIUS HIGH SCHOOL 401(K) RETIREMENT PLAN
BUFFALO
NY
89$14.4M$478K
10BENEFITS ASSURANCE, LLC
BENEFITS ASSURANCE 401(K) PLAN
PLANO
TX
318$12.0M$410K
See all 52 plans holding MFS Value Fund R6
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