Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding MFS Value A " in their Schedule of Assets, totaling $27.5M 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 ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN | HAMDEN CT | 648 | $115.2M | $9.4M |
| 2 | CHANNELLOCK, INC. CHANNELLOCK 401(K) PLAN FOR NON-BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 66 | $17.0M | $1.9M |
| 3 | THE ALLIANCE, INC. |
MINNEAPOLIS MN |
| 134 |
| $77.1M |
| $1.8M |
| 4 | BIRMINGHAM FASTENER & SUPPLY INC BIRMINGHAM FASTENER & SUPPLY, INC. 401(K) PLAN | BIRMINGHAM AL | 497 | $24.0M | $1.6M |
| 5 | AES PUERTO RICO, LP AES PUERTO RICO, LP RETIREMENT PLAN | GUAYAMA PR | 114 | $18.2M | $1.4M |
| 6 | CHANNELLOCK, INC. CHANNELLOCK, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 236 | $13.0M | $1.4M |
| 7 | WASTE PRO USA, INC. WASTE PRO USA, INC. 401(K) PLAN | LONGWOOD FL | 4,457 | $62.9M | $989K |
| 8 | CEDAR POINT FEDERAL CREDIT UNION CEDAR POINT FCU EMPLOYEES 401K PLAN | LEXINGTON PARK MD | 131 | $25.5M | $956K |
| 9 | DOWN-LITE PRODUCTS INTERNATIONAL, INC. DOWN-LITE INTERNATIONAL, INC. PROFIT SHARING PLAN | MASON OH | 292 | $10.3M | $895K |
| 10 | WORLDWIDE BUYING GROUP WORLDWIDE MEMBERS' MULTIPLE EMPLOYER PLAN | KENT WA | 724 | $27.8M | $804K |
