Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Value Fund CI R4 Mutual fund, dividends/interest reinvested N/A in their Schedule of Assets, totaling $87K 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 | PREFERENCE EMPLOYMENT SOLUTIONS PEO PREFERENCE EMPLOYMENT SOLUTIONS PEO RETIREMENT SAVINGS PLAN | FARGO ND | 213 | $7.5M | $87K |
