Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Massachusetts Financials Services Massachusetts Financials Services Value Fund Class R-4 in their Schedule of Assets, totaling $2K 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 | TRI DAL, LLC TRI DAL, LLC 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 235 | $8.6M | $2K |
