Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding MFS MFS Value Fund—Class R6 in their Schedule of Assets, totaling $167.2M 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 | MAIMONIDES MEDICAL CENTER MAIMONIDES MEDICAL CENTER TAX DEFERRED RETIREMENT PLAN | BROOKLYN NY | 8,074 | $1.0B | $34.1M |
| 2 | BUCKNELL UNIVERSITY BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LEWISBURG PA | 1,611 | $672.9M | $22.4M |
| 3 | DEPAUL UNIVERSITY |
CHICAGO IL |
| 3,976 |
| $1.3B |
| $17.0M |
| 4 | WILSON SPORTING GOODS CO. AMER SPORTS U.S. 401(K) PLAN | CHICAGO IL | 2,313 | $195.5M | $8.4M |
| 5 | DIODES INCORPORATED DIODES INCORPORATED 401(K) PLAN AND TRUST | PLANO TX | 420 | $127.5M | $8.3M |
| 6 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. FOUNDATION FOR EDUCATIONAL SERVICES, INC. 401(K) PLAN | LINCOLN NE | 177 | $92.0M | $7.8M |
| 7 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $6.6M |
| 8 | LUMBERMENS MERCHANDISING CORPORATION LUMBERMENS MERCHANDISING CORPORATION SAVINGS AND RETIREMENT PLAN | WAYNE PA | 212 | $99.1M | $5.9M |
| 9 | NATURAL RESOURCES DEFENSE COUNCIL, INC. NATURAL RESOURCES DEFENSE COUNCIL TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 656 | $226.2M | $4.5M |
| 10 | POLYNT COMPOSITES USA INC. POLYNT COMPOSITES USA INC. 401(K) PLAN | CARPENTERSVILLE IL | 690 | $168.9M | $4.4M |
