Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Massachusetts Financial Services Company MFS Value R6 in their Schedule of Assets, totaling $6.9M 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 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $3.4M |
| 2 | CHICAGO BASEBALL HOLDINGS, LLC CHICAGO CUBS ASSOCIATES RETIREMENT PLAN | CHICAGO IL | 641 | $117.6M | $2.2M |
| 3 | PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND |
NEW HAVEN CT |
| 177 |
| $22.7M |
| $438K |
| 4 | PLANNED PARENTHOOD OF GREATER TEXAS PPFA RETIREMENT PLAN | DALLAS TX | 198 | $20.4M | $287K |
| 5 | PLANNED PARENTHOOD GULF COAST PPFA RETIREMENT PLAN | HOUSTON TX | 243 | $17.9M | $247K |
| 6 | PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY, INC. PPFA RETIREMENT PLAN | ALTADENA CA | 111 | $9.3M | $220K |
| 7 | GOLD CROSS SERVICES INC. GOLD CROSS SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 579 | $15.0M | $131K |
| 8 | ON TARGET INTERNET SOLUTIONS I, LP TOPSPOT IMS TOPSPOT IMS 401(K) EMPLOYEE SAVINGS PLAN | HOUSTON TX | 91 | $5.3M | $7K |
