Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Investment Management Value Fund R6 - in their Schedule of Assets, totaling $6.1M 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 | ANACOSTIA RAIL HOLDINGS COMPANY ANACOSTIA RAIL HOLDINGS COMPANY 401(K) PLAN | CHICAGO IL | 175 | $18.2M | $2.4M |
| 2 | COUNTYBANK COUNTYBANK 401(K) PLAN | GREENWOOD SC | 168 | $28.2M | $1.5M |
| 3 | PACIFIC HARBOR LINE, INC. PACIFIC HARBOR LINE, INC. UNION 401(K) PLAN |
CHICAGO IL |
| 141 |
| $8.3M |
| $1.2M |
| 4 | UNITED EQUIPMENT ACCESSORIES, INC. UNITED EQUIPMENT ACCESSORIES, INC. PROFIT SHARING PLAN | WAVERLY IA | 159 | $15.2M | $753K |
| 5 | CHILDCAREGROUP CHILDCAREGROUP 401(K) PLAN | DALLAS TX | 404 | $5.1M | $54K |
| 6 | AMERICAN FARMLAND TRUST AMERICAN FARMLAND TRUST 401(K) PLAN | WASHINGTON DC | 224 | $20.2M | $47K |
