Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Investment Management MFS value fund in their Schedule of Assets, totaling $2.5M 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 | EASTER SEALS, INC. PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. | CHICAGO IL | 6 | $25.6M | $1.9M |
| 2 | APPLEWOOD CENTERS, INC. APPLEWOOD CENTERS, INC. TAX DEFERRED SAVINGS PLAN | SHAKER HEIGHTS OH | 234 | $4.2M | $197K |
| 3 | EASTER SEALS SOUTHERN CALIFORNIA |
IRVINE CA |
| 22 |
| $3.1M |
| $161K |
| 4 | HOUSING WORKS, INC. HOUSING WORKS, INC. 403(B) PLAN | BROOKLYN NY | 325 | $18.9M | $100K |
| 5 | CRITICAL ELECTRIC SYSTEMS GROUP, LLC CRITICAL ELECTRIC SYSTEMS GROUP, LLC 401(K) PLAN | PLANO TX | 204 | $8.1M | $93K |
| 6 | THE CHICAGO HIGH SCHOOL FOR THE ARTS THE CHICAGO HIGH SCHOOL FOR THE ARTS 403(B) PLAN | CHICAGO IL | 105 | $3.2M | $4K |
