Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS Mfs Value R6 Fund in their Schedule of Assets, totaling $15.0M 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 | GRAY & SON, INC. GRAY & SON, INC. 401(K) PROFIT SHARING PLAN | TIMONIUM MD | 303 | $63.0M | $4.0M |
| 2 | OREGON STATE CREDIT UNION OREGON STATE CREDIT UNION 401(K) PLAN | CORVALLIS OR | 295 | $47.0M | $2.7M |
| 3 | FEV NORTH AMERICA, INC FEV NORTH AMERICA, INC. 401(K) PLAN | AUBURN HILLS MI | 344 | $83.6M | $1.7M |
| 4 | CAR SOUND EXHAUST SYSTEM, INC. CAR SOUND EXHAUST SYSTEM, INC. 401(K) PROFIT SHARING PLAN | OCEANSIDE CA | 271 | $39.6M | $1.7M |
| 5 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $1.4M |
| 6 | THE ALLENDALE ASSOCIATION ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN | LAKE VILLA IL | 322 | $28.5M | $1.0M |
| 7 | CITIZANT, INC. CITIZANT, INC. 401(K) PLAN | CHANTILLY VA | 227 | $16.1M | $597K |
| 8 | BOARD OF TRUSTEES OF THE PLUMBERS & STEAMFITTERS LOC 42 RETIREMENT PLN PLUMBERS AND STEAMFITTERS LOCAL NO 42 RETIREMENT PLAN | NORWALK OH | 558 | $26.7M | $511K |
| 9 | AIR & SPACE FORCES ASSOCIATION AIR & SPACE FORCES ASSOCIATION 401(K) RETIREMENT PLAN | ARLINGTON VA | 85 | $14.1M | $324K |
| 10 | OLD DOMINION UNIVERSITY RESEARCH FOUNDATION OLD DOMINION UNIVERSITY RESEARCH FOUNDATION TAX-SHELTERED RETIREMENT PLAN | NORFOLK VA | 871 | $27.8M | $182K |
