Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Value Fund A Mutual fund in their Schedule of Assets, totaling $4.2M 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 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $2.8M |
| 2 | WINSTON RESOURCES, LLC WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 2,938 | $7.7M | $686K |
| 3 | SHOP RITE, INC. SHOP RITE, INC. PROFIT SHARING 401(K) PLAN |
CROWLEY LA |
| 552 |
| $11.3M |
| $636K |
| 4 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $95K |