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 in their Schedule of Assets, totaling $19K 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 | EASTERN NIAGARA HOSPITAL, INC. EASTERN NIAGARA HOSPITAL 403(B) RETIREMENT PLAN | LOCKPORT NY | 34 | $127K | $16K |
| 2 | CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH 403(B) RETIREMENT PLAN | PITTSBURGH PA | 89 | $1.1M | $3K |
