Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Management Value Fund N/R in their Schedule of Assets, totaling $110K 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 | LAKES VENTURE, LLC FRESH THYME MARKET 401(K) PLAN | DOWNERS GROVE IL | 3,994 | $33.8M | $110K |