Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS MFS Value - in their Schedule of Assets, totaling $25.2M 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 | RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN | ORLANDO FL | 173 | $92.3M | $6.7M |
| 2 | CLASSIC RESIDENCE MGT LP DBA VI VI RETIREMENT PLAN | CHICAGO IL | 3,086 | $161.9M | $5.1M |
| 3 | CONVATEC INC. |
BRIDGEWATER NJ |
| 1,399 |
| $239.4M |
| $4.0M |
| 4 | MELLOTT COMPANY, LLC MELLOTT COMPANY 401(K) PLAN | WARFORDSBURG PA | 365 | $28.5M | $2.8M |
| 5 | FCDG MANAGEMENT LLC FCDG MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | MADISON WI | 226 | $24.7M | $2.4M |
| 6 | NETWORK THERAPY SERVICES, LLC NETWORK THERAPY SERVICES, LLC 401(K) PLAN | BLOOMINGTON MN | 326 | $12.7M | $1.0M |
| 7 | T L F GRAPHICS INC T L F GRAPHICS INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 112 | $14.3M | $873K |
| 8 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN | LEBANON OH | 2,076 | $28.9M | $811K |
| 9 | REVCO SOLUTIONS, INC. REVCO SOLUTIONS 401(K) PLAN | DURHAM NC | 516 | $14.4M | $654K |
| 10 | ERASCA, INC. ERASCA, INC. 401(K) PLAN | SAN DIEGO CA | 109 | $15.3M | $242K |
