Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value Fund Class Mutual Fund in their Schedule of Assets, totaling $25.8M 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 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,992 | $1.1B | $25.7M |
| 2 | CINCINNATI MUSEUM ASSOCIATION CINCINNATI MUSEUM ASSOCIATION 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 208 | $10.7M | $76K |