Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Value Fund Class R4 Registered Investment Companies in their Schedule of Assets, totaling $239K 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 | PHAROS SYSTEMS INTERNATIONAL, INC. PHAROS SYSTEMS INTERNATIONAL, INC. 401(K) SAVINGS PLAN | WEST HENRIETTA NY | 57 | $11.7M | $239K |
