Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investment Management Registered Investment Company Mfs Value R6 Fund in their Schedule of Assets, totaling $8.8M 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 | HEAD START SPONSORING BOARD COUNCIL OF THE CITY OF NEW YORK, INC. THE DEFINED BENEFIT PENSION PLAN OF THE HEAD START SPONSORING BOARD | NEW YORK NY | 1,454 | $204.2M | $8.2M |
| 2 | ELLIOTT ELECTRIC SUPPLY, INC. ELLIOTT ELECTRIC SUPPLY 401(K) PLAN | NACOGDOCHES TX | 2,707 | $117.0M | $341K |
| 3 | DEWEY SERVICES, INC. |
PASADENA CA |
| 435 |
| $22.3M |
| $159K |
| 4 | SPS NORTH AMERICA INC. SPS NORTH AMERICA INC. 401K PLAN | NEW YORK NY | 2,823 | $43.1M | $158K |