Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Value R3 N/R in their Schedule of Assets, totaling $6.9M 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 | CONNECTICUT CHILDREN'S MEDICAL CENTER CONNECTICUT CHILDREN'S RETIREMENT SAVINGS PLAN | HARTFORD CT | 3,681 | $540.8M | $6.1M |
| 2 | ANDERSON DAHLEN, INC. ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN | RAMSEY MN | 0 | $0 | $644K |
| 3 | HAPPY MOUNTAINS, LLC PHYSICIANONE URGENT CARE 401(K) PLAN |
BROOKFIELD CT |
| 422 |
| $13.7M |
| $100K |