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 in their Schedule of Assets, totaling $6.3M 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 | BEEBE MEDICAL CENTER BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN | LEWES DE | 2,909 | $267.9M | $6.2M |
| 2 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $77K |
| 3 | LONG ISLAND SELECT HEALTHCARE, INC. LONG ISLAND SELECT HEALTHCARE RETIREMENT PLAN |
CENTRAL ISLIP NY |
| 147 |
| $4.6M |
| $29K |
| 4 | HPFFA MEDICAL TRUST 341 HPFFA MEDICAL TRUST 341 | HOUSTON TX | 1,497 | $17.4M | $19K |
