Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding MFS Value Fund Class R3 - in their Schedule of Assets, totaling $55.7M 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 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $20.8M |
| 2 | ZOLL MEDICAL CORPORATION ZOLL MEDICAL CORPORATION EMPLOYEE SAVINGS PLAN | CHELMSFORD MA | 5,380 | $782.0M | $15.9M |
| 3 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC |
LEOMINSTER MA |
| 1,555 |
| $116.7M |
| $5.8M |
| 4 | BROOKLINE BANCORP, INC. BROOKLINE BANCORP 401(K) PLAN | BOSTON MA | 998 | $168.7M | $5.0M |
| 5 | PRIMA INDUSTRIE NORTH AMERICA, INC PRIMA INDUSTRIE NORTH AMERICA, INC. 401(K) PLAN | CHICOPEE MA | 195 | $34.7M | $2.5M |
| 6 | ADVANCE AMERICA CASH ADVANCE CENTERS INC ADVANCE AMERICA, CASH ADVANCE CENTERS, INC. RETIREMENT SAVINGS 401(K) PLAN | GREENVILLE SC | 2,506 | $39.7M | $1.3M |
| 7 | NATIONAL BUSINESS FURNITURE, LLC NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN | MILWAUKEE WI | 192 | $46.8M | $1.2M |
| 8 | WYANDOT, INC. WYANDOT, INC. 401(K) PROFIT SHARING PLAN | MARION OH | 252 | $17.4M | $805K |
| 9 | A.C.S. & SONS, INC. A.C.S. & SONS, INC. PROFIT SHARING 401(K) PLAN | WOODBURY HEIGHTS NJ | 242 | $20.8M | $764K |
| 10 | CROWN ROLL LEAF, INC. CROWN ROLL LEAF, INC. 401(K) RETIREMENT SAVINGS PLAN | PATERSON NJ | 115 | $8.8M | $532K |
