Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Institutional Shares MFS Investments Value Class R6 N/R in their Schedule of Assets, totaling $44.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALLEY HEALTH SYSTEM VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN | WINCHESTER VA | 6,268 | $542.0M | $44.3M |
