Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS VALUE FUND CL A MUTUAL FUNDS in their Schedule of Assets, totaling $41.6M 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 | MCLANE COMPANY, INC. MCLANE COMPANY, INC. PROFIT SHARING PLAN | TEMPLE TX | 21,394 | $1.5B | $35.5M |
| 2 | MAGNET, LLC THE MAGNET GROUP 401(K) BENEFIT PLAN | WASHINGTON MO | 319 | $17.9M | $2.5M |
| 3 | KAESER COMPRESSORS, INC. KAESER COMPRESSORS, INC. 401(K) PROFIT SHARING PLAN |
FREDERICKSBURG VA |
| 634 |
| $84.1M |
| $1.7M |
| 4 | MAXON INDUSTRIES, INC. MAXON INDUSTRIES 401(K) PLAN | SANTE FE SPRINGS CA | 136 | $34.8M | $938K |
| 5 | LONG MOTOR CORPORATION LONG MOTOR CORPORATION 401(K) RETIREMENT SAVING PLAN | LENEXA KS | 263 | $9.2M | $542K |
| 6 | ALTIMETRIK, CORP. ALTIMETRIK, CORP. 401(K) PLAN | SOUTHFIELD MI | 284 | $25.8M | $465K |
