Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding MFS® MFS® Value Fund R6 in their Schedule of Assets, totaling $166.1M 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 | ODP INTERNATIONAL, LLC THE ODP CORPORATION RETIREMENT SAVINGS PLAN | BOCA RATON FL | 16,819 | $1.3B | $33.4M |
| 2 | ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN | ERIE PA | 6,803 | $1.4B | $31.5M |
| 3 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN |
DUARTE CA |
| 9,764 |
| $864.9M |
| $17.7M |
| 4 | AMEDISYS HOLDING, LLC AMEDISYS HOLDING, LLC 401(K) PLAN | BATON ROUGE LA | 19,170 | $954.9M | $8.0M |
| 5 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | DUARTE CA | 7,902 | $450.4M | $7.3M |
| 6 | THE BEACON MUTUAL INSURANCE COMPANY BEACON MUTUAL INSURANCE COMPANY 401(K) PLAN | WARWICK RI | 155 | $108.4M | $7.0M |
| 7 | MERITAGE HOMES CORPORATION MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 1,961 | $209.8M | $5.9M |
| 8 | GF MACHINING SOLUTIONS LLC GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN | LINCOLNSHIRE IL | 208 | $60.0M | $5.1M |
| 9 | TUCSON FEDERAL CREDIT UNION TUCSON FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TUCSON AZ | 87 | $27.8M | $4.2M |
| 10 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 637 | $218.0M | $3.7M |
