Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Value Fund ‐ Class A in their Schedule of Assets, totaling $17.7M 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 | THE HAGADONE CORPORATION THE HAGADONE CORPORATION RETIREMENT PLAN | COEUR D ID | 1,597 | $43.0M | $7.0M |
| 2 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 217 | $33.6M | $3.7M |
| 3 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $2.0M |
| 4 | LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTH BROWN HEALTH DEFINED BENEFIT RETIREMENT PLAN | PROVIDENCE RI | 6,688 | $537.7M | $1.6M |
| 5 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $1.1M |
| 6 | CERES TERMINALS INCORPORATED CERES TERMINALS INCORPORATED 401(K) PLAN | NASHVILLE TN | 191 | $14.8M | $747K |
| 7 | ON-BOARD ENGINEERING CORPORATION THE ON-BOARD 401(K) RETIREMENT SAVINGS PLAN | EAST WINDSOR NJ | 987 | $20.8M | $693K |
| 8 | LEVI, RAY & SHOUP, INC. LEVI RAY & SHOUP 401K MATCHING CONTRIBUTION PLAN | SPRINGFIELD IL | 555 | $164.5M | $608K |
| 9 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $317K |
| 10 | ENGINE POWER COMPONENTS, INC. ENGINE POWER COMPONENTS, INC. PROFIT SHARING - 401(K) PLAN | GRAND HAVEN MI | 160 | $4.4M | $37K |
