Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding MFS Value Fund Class R4 # in their Schedule of Assets, totaling $13.1M 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 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $4.0M |
| 2 | FRESENIUS KABI USA, LLC FRESENIUS KABI USA, LLC SAVINGS & RET PLAN | LAKE ZURICH IL | 4,114 | $559.5M | $2.2M |
| 3 | LESLIE'S POOLMART, INC. & AFFILIATES THE LESLIE'S POOLMART, INC. 401(K) SAVINGS PLAN |
PHOENIX AZ |
| 4,545 |
| $79.9M |
| $1.5M |
| 4 | GEHRY PARTNERS, LLP FRANK O. GEHRY & ASSOCIATES, INC. / GEHRY PARTNERS, LLP 401(K) PLAN | LOS ANGELES CA | 87 | $53.2M | $875K |
| 5 | IEM INTERNATIONAL, INC. IEM INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | MORRISVILLE NC | 707 | $46.9M | $863K |
| 6 | MACK MOLDING COMPANY, INC. MACK MOLDING COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | ARLINGTON VT | 1,743 | $97.2M | $705K |
| 7 | CENTENARY UNIVERSITY CENTENARY UNIVERSITY DEFINED CONTRIBUTION RETIREME | HACKETTSTOWN NJ | 116 | $42.3M | $606K |
| 8 | YORK WALLCOVERINGS, INC. YORK DESIGN GROUP 401(K) PLAN | YORK PA | 405 | $44.4M | $602K |
| 9 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $599K |
| 10 | PACIFIC STORAGE COMPANY PACIFIC STORAGE COMPANY 401(K) PROFIT SHARING PLAN | STOCKTON CA | 86 | $6.8M | $549K |
