Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding MFS Value A in their Schedule of Assets, totaling $34.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 217 | $33.6M | $3.7M |
| 3 | SUMNERONE, INC. SUMNERONE, INC. 401(K)/PROFIT SHARING PLAN |
ST LOUIS MO |
| 387 |
| $35.8M |
| $3.0M |
| 4 | CHANNELLOCK, INC. CHANNELLOCK 401(K) PLAN FOR NON-BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 66 | $17.0M | $1.9M |
| 5 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN | MINNEAPOLIS MN | 134 | $77.1M | $1.8M |
| 6 | BIRMINGHAM FASTENER & SUPPLY INC BIRMINGHAM FASTENER & SUPPLY, INC. 401(K) PLAN | BIRMINGHAM AL | 497 | $24.0M | $1.6M |
| 7 | AES PUERTO RICO, LP AES PUERTO RICO, LP RETIREMENT PLAN | GUAYAMA PR | 114 | $18.2M | $1.4M |
| 8 | CHANNELLOCK, INC. CHANNELLOCK, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 236 | $13.0M | $1.4M |
| 9 | ARNOFF MOVING & STORAGE, INC. ARNOFF MOVING & STORAGE, INC. 401(K) PROFIT SHARING PLAN | POUGHKEEPSIE NY | 152 | $9.4M | $1.2M |
| 10 | WASTE PRO USA, INC. WASTE PRO USA, INC. 401(K) PLAN | LONGWOOD FL | 4,457 | $62.9M | $989K |
