Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 110 U.S. retirement plans report holding Mfs Value Fund Mutual fund in their Schedule of Assets, totaling $140.0M 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 | MOLINA HEALTHCARE, INC. MOLINA SALARY SAVINGS PLAN | LONG BEACH CA | 18,213 | $1.4B | $17.9M |
| 2 | NG OPERATIONS, LLC NATIONAL GYPSUM 401(K) AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,825 | $466.6M | $14.3M |
| 3 | PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC RETIREMENT PLAN |
MOORPARK CA |
| 4,147 |
| $338.0M |
| $8.1M |
| 4 | CROWELL & MORING LLP CROWELL & MORING LLP RETIREMENT PLAN | WASHINGTON DC | 1,282 | $694.9M | $6.5M |
| 5 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $5.2M |
| 6 | ELASTICSEARCH, INC. ELASTICSEARCH, INC. 401K PLAN | SAN FRANCISCO CA | 1,538 | $291.4M | $5.0M |
| 7 | CROSS FINANCIAL CORPORATION CROSS RETIREMENT PLAN | BANGOR ME | 1,147 | $138.9M | $4.4M |
| 8 | DOREL U.S.A., INC. DOREL U.S.A. SALARIED 401(K) RETIREMENT PLAN | COLUMBUS IN | 683 | $88.9M | $3.8M |
| 9 | MORMAC MARINE GROUP, INC. MORMAC MARINE GROUP, INC. SAVINGS AND RETIREMENT PLAN | CLEVELAND OH | 753 | $34.5M | $3.4M |
| 10 | BIMEDA, INC. BIMEDA, INC. 401(K) RETIREMENT PLAN | OAKBROOK TERRACE IL | 195 | $22.8M | $3.0M |
