Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS Value Fund Class R6 Mutual funds in their Schedule of Assets, totaling $43.2M 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 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $22.0M |
| 2 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $13.9M |
| 3 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN |
BOSTON MA |
| 502 |
| $121.6M |
| $2.1M |
| 4 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $1.6M |
| 5 | SOUTHERN NEW HAMPSHIRE UNIVERSITY SOUTHERN NEW HAMPSHIRE UNIVERSITY 401K | MANCHESTER NH | 15,883 | $285.0M | $854K |
| 6 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $667K |
| 7 | PARATEK PHARMACEUTICALS, INC. PARATEK PHARMACEUTICALS, INC. PROFIT SHARING 401(K) PLAN | BOSTON MA | 322 | $47.9M | $667K |
| 8 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $514K |
| 9 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $389K |
| 10 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $326K |
