Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS Value Fund Class R4 Mutual fund in their Schedule of Assets, totaling $61.2M 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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $29.4M |
| 2 | TAPESTRY, INC. TAPESTRY, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 11,856 | $659.1M | $16.9M |
| 3 | ADLER POLLOCK & SHEEHAN P.C. ADLER POLLOCK & SHEEHAN P.C. 401(K) RETIREMENT PLAN |
PROVIDENCE RI |
| 123 |
| $67.3M |
| $6.4M |
| 4 | MUSEUM OF FINE ARTS MUSEUM OF FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 404 | $208.0M | $4.9M |
| 5 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $960K |
| 6 | MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN | UTICA NY | 226 | $6.0M | $810K |
| 7 | SPECTRUM RETIREMENT COMMUNITIES, LLC SPECTRUM RETIREMENT COMMUNITIES 401(K) PLAN | DENVER CO | 1,363 | $13.4M | $703K |
| 8 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $314K |
| 9 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $305K |
| 10 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 93 | $22.7M | $181K |
