Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value Fund Class R6 (1) in their Schedule of Assets, totaling $9.0M 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 | IMPERIAL BAG & PAPER CO., LLC IMPERIAL BAG & PAPER CO., LLC EMPLOYEE BENEFIT PLAN | JERSEY CITY NJ | 5,854 | $367.6M | $8.7M |
| 2 | KILPATRICK ROSE NEATH FUNERAL HOME, CREMATORIUM AND CEMETERIES, INC. ROSE NEATH FUNERAL HOMES RETIREMENT SAVINGS PLAN | SHREVEPORT LA | 70 | $4.4M | $263K |