Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Massachusetts Financial Services MFS Value Fund Class R6 in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASSEY SERVICES, INC. MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 2,413 | $105.8M | $3.4M |
| 2 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $67.4M | $749K |
| 3 | SOVEREIGN HEALTHCARE HOLDINGS, LLC |
CASSELBERRY FL |
| 4,456 |
| $31.2M |
| $731K |
| 4 | GENTHERM INCORPORATED GENTHERM RETIREMENT SAVINGS PLAN | NOVI MI | 502 | $61.8M | $690K |
| 5 | BROADWAY SERVICES INC. BROADWAY SERVICES INC. RETIREMENT PLAN | NEW ORLEANS LA | 137 | $4.2M | $516K |
