Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 125 U.S. retirement plans report holding Mfs Value Fund Class R6 in their Schedule of Assets, totaling $401.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLAN WESTERN METAL INDUSTRY PENSION PLAN | SEATTLE WA | 1,637 | $1.0B | $80.8M |
| 2 | CHILDREN'S HOSPITAL MEDICAL CENTER CHILDREN'S HOSPITAL MEDICAL CENTER EMPLOYEE SAVINGS PLAN | CINCINNATI OH | 20,266 | $2.0B | $45.6M |
| 3 | BAYCARE HEALTH SYSTEM |
CLEARWATER FL |
| 33,101 |
| $3.1B |
| $35.1M |
| 4 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | MIDDLEBURY VT | 1,539 | $573.5M | $17.8M |
| 5 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE, INC. 401(K) RETIREMENT SAVINGS PLAN I | ROCKFORD MI | 1,076 | $200.1M | $17.2M |
| 6 | CLARIVATE ANALYTICS (US) LLC CLARIVATE ANALYTICS 401(K) SAVINGS PLAN | ANN ARBOR MI | 2,732 | $519.7M | $15.4M |
| 7 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $15.4M |
| 8 | CHANEL CHANEL, INC. SAVINGS & INVESTMENT PLAN | NEW YORK NY | 2,599 | $424.7M | $9.0M |
| 9 | FURMAN UNIVERSITY FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENVILLE SC | 1,343 | $346.8M | $9.0M |
| 10 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | MIDDLEBURY VT | 1,039 | $311.8M | $8.7M |
