Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding MFS Investment Management MFS Value Fund - in their Schedule of Assets, totaling $19.5M 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 | CHRISTIE'S INC. CHRISTIE'S INC. 401(K) SAVINGS PLAN | NEW YORK NY | 583 | $148.3M | $4.6M |
| 2 | HOLTEC INTERNATIONAL HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST | CAMDEN NJ | 1,438 | $136.7M | $3.3M |
| 3 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN |
SHELTON CT |
| 107 |
| $30.9M |
| $2.6M |
| 4 | US ELECTRICAL SERVICES, INC. U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN | MIDDLETOWN CT | 1,467 | $156.6M | $1.8M |
| 5 | DIAMOND CREDIT UNION DIAMOND CREDIT UNION 401(K) PLAN AND TRUST | POTTSTOWN PA | 204 | $39.7M | $1.5M |
| 6 | US FERTILITY HOLDINGS, LLC US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN | ROCKVILLE MD | 2,854 | $179.7M | $1.5M |
| 7 | NEW BENEVIS, INC BENEVIS 401(K) RETIREMENT SAVINGS PLAN | ALTANTA GA | 2,441 | $79.1M | $969K |
| 8 | WORLDWIDE GOLF SHOPS LLC WORLDWIDE GOLF SHOPS LLC 401(K) PLAN | SANTA ANA CA | 1,577 | $38.1M | $736K |
| 9 | THE SOLOMON-PAGE GROUP, LLC THE SOLOMON-PAGE GROUP, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 648 | $45.6M | $602K |
| 10 | PHILLIPS MANUFACTURING CO. PHILLIPS MANUFACTURING COMPANY 401(K) PLAN | OMAHA NE | 291 | $15.2M | $563K |
