Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management Value Fund Class R6 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARQUIS MANAGEMENT, LLC. MARQUIS MANAGEMENT, LLC.401K PLAN | HENNEPIN IL | 448 | $42.0M | $920K |
| 2 | VEROS CREDIT LLC VEROS CREDIT, LLC 401(K) PLAN | SANTA ANA CA | 242 | $11.5M | $228K |
