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 R6 in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALIMAK GROUP USA INC. ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLAN | WEBSTER TX | 133 | $20.5M | $482K |
| 2 | WESTMINSTER MANOR WESTMINSTER MANOR 403(B) PLAN | AUSTIN TX | 414 | $9.1M | $439K |
| 3 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN |
BUFFALO NY |
| 129 |
| $25.9M |
| $338K |
| 4 | KREUTER MANUFACTURING COMPANY, INC. KMC CONTROLS, INC. 401(K) PLAN AND TRUST | NEW PARIS IN | 147 | $19.1M | $220K |
| 5 | SOUTHWEST ELECTRIC CO. SOUTHWEST ELECTRIC CO. CORPORATE 401(K) PLAN | OKLAHOMA CITY OK | 196 | $11.4M | $146K |
