Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mfs Value Class R6 Mutual Fund in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC. HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC RETIREMENT SAVINGS PLAN | RENSSELAER NY | 164 | $76.9M | $3.4M |
| 2 | COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLAN | HUDSON NY | 613 | $34.4M | $952K |
| 3 | UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION |
CHARLOTTESVILLE VA |
| 117 |
| $26.0M |
| $216K |
| 4 | PINES HEALTH SERVICES PINES HEALTH SERVICES 403(B) PLAN | CARIBOU ME | 151 | $14.6M | $192K |
