Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding MFS Investment Management MFS Value R6 Fund - in their Schedule of Assets, totaling $53.7M 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 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN | BIRMINGHAM AL | 4,289 | $492.9M | $15.2M |
| 2 | TAYLOR FRESH FOODS, INC. TAYLOR FRESH FOODS, INC. 401(K) PLAN | SALINAS CA | 13,662 | $332.5M | $5.8M |
| 3 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN |
WEST DES MOINES IA |
| 1,064 |
| $124.2M |
| $5.1M |
| 4 | PEPPERL FUCHS, INC. PEPPERL + FUCHS, INC. PROFIT SHARING RETIREMENT SAVINGS PLAN | TWINSBURG OH | 330 | $56.2M | $4.4M |
| 5 | CORSAIR MEMORY, INC. CORSAIR MEMORY 401(K) PLAN | MILPITAS CA | 660 | $60.5M | $2.7M |
| 6 | TEACH FOR AMERICA, INC. TEACH FOR AMERICA, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 1,176 | $223.9M | $2.0M |
| 7 | BLACKHAWK BANK & TRUST BLACKHAWK BANK & TRUST EMPLOYEES' PROFIT SHARING & 401(K) PLAN | MILAN IL | 250 | $35.4M | $1.9M |
| 8 | TRANSLOGIC CORPORATION SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES | BROOMFIELD CO | 456 | $102.8M | $1.9M |
| 9 | PLANNED PARENTHOOD LOS ANGELES PLANNED PARENTHOOD - LOS ANGELES 403(B) PLAN | LOS ANGELES CA | 722 | $35.0M | $1.7M |
| 10 | ARDURRA GROUP, INC. ARDURRA RETIREMENT PLAN | TAMPA FL | 1,528 | $155.6M | $1.6M |
