Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Massachusetts Financial Services Company MFS Value Fund in their Schedule of Assets, totaling $1.4M 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 | NEW TECH ENGINEERING LP NEW TECH ENGINEERING LP 401(K) PLAN | HOUSTON TX | 393 | $20.0M | $607K |
| 2 | ALLIED MANAGEMENT INC. ALLIED 401(K) PLAN | HOUSTON TX | 723 | $15.2M | $471K |
| 3 | DALLAS ZOO MANAGEMENT, INC. DALLAS ZOO MANAGEMENT, INC. 401(K) PLAN |
DALLAS TX |
| 288 |
| $16.8M |
| $328K |
