Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Massachusetts Financial Services Company MFS Value R3 Fund in their Schedule of Assets, totaling $35.5M 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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 401(K) PLAN | WORCESTER MA | 14,248 | $1.4B | $19.5M |
| 2 | GRAHAM PACKAGING COMPANY, L.P. EMPLOYEE SAVINGS PLAN FOR GRAHAM PACKAGING | LANCASTER PA | 3,582 | $480.7M | $12.1M |
| 3 | EVERGREEN PACKAGING LLC |
LAKE FOREST IL |
| 1,210 |
| $250.0M |
| $3.7M |
| 4 | PACTIV EVERGREEN SERVICES INC. EMPLOYEE SAVINGS PLAN FOR PACTIV BARGAINING | LAKE FOREST IL | 963 | $42.2M | $243K |
