Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $12.7M 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 | BOAR'S HEAD PROVISIONS CO., INC. BOAR'S HEAD PROVISIONS CO., INC. 401(K) AND PROFIT SHARING PLAN | SARASOTA FL | 3,158 | $194.1M | $5.1M |
| 2 | POMPS TIRE SERVICE INC. POMPS TIRE SERVICE INC SALARY SAVINGS PLAN | GREEN BAY WI | 2,753 | $160.9M | $4.2M |
| 3 | CASCADE LUMBER COMPANY |
CASCADE IA |
| 240 |
| $33.7M |
| $1.4M |
| 4 | LIFECARE MEDICAL CENTER 403(B) RETIREMENT PLAN OF LIFECARE MEDICAL CENTER | ROSEAU MN | 542 | $45.2M | $961K |
| 5 | AMERICAN WATER WORKS ASSOCIATION AMERICAN WATER WORKS ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 141 | $32.7M | $717K |
| 6 | GALLEGOS UNITED UNITED COLLECTIVE 401(K) PLAN | HUNTINGTON BEACH CA | 121 | $7.9M | $167K |
| 7 | HILLCREST FAMILY SERVICES HILLCREST FAMILY SERVICES UNION AND NON-UNION 401(K) PLAN | DUBUQUE IA | 206 | $9.3M | $63K |
| 8 | ENCOMPASS EARLY EDUCATION & CARE, INC. ENCOMPASS EARLY EDUCATION & CARE, INC. SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 152 | $4.3M | $55K |
| 9 | PEERLESS CHAIN COMPANY PEERLESS CHAIN COMPANY 401(K) RETIREMENT SAVINGS PLAN | WINONA MN | 257 | $25.1M | $39K |
| 10 | CROSBY US ACQUISITION CORP. PEERLESS CHAIN COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN | TULSA OK | 175 | $10.3M | $4K |
