Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS MFS Value Fund Class R4 — in their Schedule of Assets, totaling $10.8M 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 | NIAGARA UNIVERSITY NIAGARA UNIVERSITY DEFINED CONTRIBUTION PLAN | NIAGARA UNIVERSITY NY | 477 | $181.3M | $4.5M |
| 2 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS 401(K) PLAN | NEW YORK NY | 369 | $89.0M | $1.6M |
| 3 | AMERICAN ASSOCIATION OF NURSE ANESTHETISTS |
ROSEMONT IL |
| 133 |
| $31.2M |
| $1.5M |
| 4 | F & P AMERICA MANUFACTURING, INC. F & P AMERICA MANUFACTURING, INC. RETIREMENT SAVINGS PLAN | TROY OH | 1,776 | $79.5M | $1.4M |
| 5 | JOHNSON, O'HARE COMPANY, INC. JOHNSON, O'HARE COMPANY 401(K) PLAN | BILLERICA MA | 552 | $51.1M | $940K |
| 6 | C.A. CURTZE COMPANY C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN | ERIE PA | 483 | $37.7M | $323K |
| 7 | ATTOM DATA SOLUTIONS, LLC ATTOM DATA SOLUTIONS, LLC 401 (K) PLAN | IRVINE CA | 94 | $11.4M | $317K |
| 8 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN | NEW YORK NY | 96 | $5.2M | $71K |
| 9 | TIRECO, INC. TIRECO, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 748 | $45.5M | $47K |
| 10 | YELLOWSTONE FOREVER YELLOWSTONE FOREVER 401(K) RETIREMENT PLAN | BOZEMAN MT | 52 | $6.0M | $27K |
