Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investment Management Value R6 in their Schedule of Assets, totaling $2.3M 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 | DSI HOLDING USA INC. DSI HOLDING USA INC. PROFIT SHARING AND RETIREMENT PLAN | BOLINGBROOK IL | 207 | $31.9M | $1.7M |
| 2 | EDGE ONE, LLC EDGE ONE 401(K) SAVINGS PLAN | STOUGHTON WI | 140 | $9.3M | $357K |
| 3 | AMBIENT CONSULTING, LLC AMBIENT CONSULTING, LLC. 401(K) PLAN |
MINNETONKA MN |
| 66 |
| $5.6M |
| $146K |
| 4 | ALIGNED EQUITY PARTNERS, LLC ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN | FRANKLIN TN | 122 | $10.5M | $96K |
