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 N/R in their Schedule of Assets, totaling $3.0M 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 | PENN UNITED TECHNOLOGIES, INC. PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN | CABOT PA | 682 | $95.2M | $3.0M |
| 2 | PHOENIX INVESTORS A LIMITED LIABILITY COMPANY PHOENIX INVESTORS 401(K) PLAN | MILWAUKEE WI | 186 | $7.4M | $34K |
