Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Massachusetts Financial Services Massachusetts Financial Services Value Fund Class R6 in their Schedule of Assets, totaling $5.3M 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 | TRINSEO, LLC TRINSEO LLC 401K PLAN | BERWYN PA | 537 | $152.0M | $4.5M |
| 2 | TRINSEO, LLC ALTUGLAS LLC 401(K) PLAN | BERWYN PA | 213 | $49.4M | $755K |
