Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Value Fund Class A in their Schedule of Assets, totaling $17.5M 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 | PRATT INDUSTRIES U.S.A., INC. PRATT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 9,240 | $551.8M | $14.3M |
| 2 | SILVERCREST ASSET MANAGEMENT GROUP LLC SILVERCREST ASSET MANAGEMENT GROUP LLC 401(K) PLAN | NEW YORK NY | 159 | $60.6M | $2.1M |
| 3 | CEXEC, INC. |
RESTON VA |
| 92 |
| $26.3M |
| $1.1M |
| 4 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 39,601 | $3.5B | $61K |