Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Investments MFS Value R6 in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOTTE BIOLOGICS USA, LLC LOTTE BIOLOGICS 401(K) PLAN | EAST SYRACUSE NY | 497 | $74.8M | $2.0M |
| 2 | ARMOR METAL GROUP, INC. ARMOR METAL GROUP, INC. PLAN AND TRUST | MASON OH | 320 | $17.5M | $944K |
| 3 | CONTRACT LUMBER, INC. CONTRACT LUMBER, INC. RETIREMENT PLAN |
PATASKALA OH |
| 753 |
| $49.9M |
| $558K |
| 4 | HAWAII NATIONAL BANK HAWAII NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 154 | $22.9M | $505K |