Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding MFS Value Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $99.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GAF, LLC GAF, LLC CAPITAL ACCUMULATION PLANS | PARSIPPANY NJ | — | $1.1B | $37.1M |
| 2 | CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 35,537 | $879.7M | $27.1M |
| 3 | IPG PHOTONICS CORPORATION IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN |
OXFORD MA |
| 1,940 |
| $288.9M |
| $7.7M |
| 4 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $7.5M |
| 5 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $4.8M |
| 6 | GEARBOX SOFTWARE LLC GEARBOX SOFTWARE LLC 401(K) PLAN | FRISCO TX | 1,039 | $84.1M | $3.0M |
| 7 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $3.0M |
| 8 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $2.4M |
| 9 | YANMAR AMERICA CORPORATION YANMAR GROUP 401(K) SAVINGS PLAN | ADAIRSVILLE GA | 984 | $73.2M | $1.6M |
| 10 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $878K |
