Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding Mfs Value Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $397.6M 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 | LAM RESEARCH CORPORATION SAVINGS PLUS PLAN, LAM RESEARCH 401(K) | FREMONT CA | 8,132 | $2.8B | $97.5M |
| 2 | DOLLAR TREE, INC. DOLLAR TREE RETIREMENT SAVINGS PLAN | CHESAPEAKE VA | 99,632 | $979.1M | $43.5M |
| 3 | TEGNA INC. TEGNA 401(K) SAVINGS PLAN |
| 5,976 |
| $995.4M |
| $32.9M |
| 4 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | WINDSOR CT | 11,166 | $1.8B | $31.7M |
| 5 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $31.2M |
| 6 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $19.6M |
| 7 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $19.5M |
| 8 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $16.2M |
| 9 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $13.1M |
| 10 | COMPUCOM SYSTEMS, INC. COMPUCOM SYSTEMS RETIREMENT SAVINGS PLAN | FORT MILL SC | 3,074 | $391.8M | $11.6M |
