Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value Fund Class R-6 in their Schedule of Assets, totaling $4.3M 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 | LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 883 | $54.7M | $4.0M |
| 2 | TRENDS INTERNATIONAL, LLC TRENDS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 200 | $16.7M | $328K |
| 3 | GTR MANUFACTURING, LLC |
BROCKTON MA |
| 143 |
| $6.4M |
| $33K |