Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS MFS Value R6 N/R in their Schedule of Assets, totaling $21.4M 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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $12.2M |
| 2 | ELECTEK SASCO & AFFILIATES RETIREMENT PLAN | FULLERTON CA | 184 | $42.1M | $2.3M |
| 3 | NORMA MICHIGAN, INC. NORMA GROUP USA RETIREMENT SAVINGS PLAN |
AUBURN HILLS MI |
| 1,169 |
| $81.2M |
| $1.9M |
| 4 | UNIVERSITY OF SCRANTON THE UNIVERSITY OF SCRANTON 403(B) PLAN | SCRANTON PA | 663 | $105.3M | $1.3M |
| 5 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $1.2M |
| 6 | UNIVERSITY OF SCRANTON RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON | SCRANTON PA | 255 | $25.6M | $934K |
| 7 | UNIVERSITY OF SCRANTON RETIREMENT PLAN FOR FACULTY, ADMINISTRATIVE AND PROFESSIONAL EMPLOYEES OF UNIVERSITY OF SCRANTON | SCRANTON PA | 589 | $153.8M | $558K |
| 8 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN | HARTSVILLE SC | 980 | $17.4M | $478K |
| 9 | ANAGRAM INTERNATIONAL, LLC ANAGRAM INTERNATIONAL, LLC 401(K) PLAN | EDEN PRAIRIE MN | 357 | $38.8M | $404K |
| 10 | TIMECLOCK PLUS, LLC TIMECLOCK PLUS, LLC 401(K) PROFIT SHARING PLAN | SAN ANGELO TX | 376 | $15.5M | $40K |
