Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Value Fund Class R6 N/R in their Schedule of Assets, totaling $9.3M 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 | SYNERGY55 LLC SYNERGY55 LLC PROFIT SHARING AND SAVINGS PLAN | SCHAUMBURG IL | 764 | $212.8M | $5.2M |
| 2 | CYBERARK SOFTWARE, INC. CYBERARK SOFTWARE, INC. 401K PLAN | NEWTON MA | 1,082 | $186.1M | $3.2M |
| 3 | RAPID MICRO BIOSYSTEMS, INC. RAPID MICRO BIOSYSTEMS, INC. 401(K) PLAN |
LOWELL MA |
| 137 |
| $18.6M |
| $540K |
| 4 | COLE HAAN LLC COLE HAAN RETIREMENT PLAN | NEW YORK NY | 689 | $68.3M | $274K |
| 5 | CALLMINER, INC. CALLMINER, INC. 401(K) PLAN | WALTHAM MA | 225 | $22.8M | $104K |