Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Massachusetts Financial Services Value Fund Mutual Fund in their Schedule of Assets, totaling $10.8M 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 | AISIN HOLDINGS OF AMERICA, INC. AISIN RETIREMENT SECURITY PLAN | SEYMOUR IN | 10,324 | $571.0M | $10.8M |
