Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Value Fund Mutual Fund NR in their Schedule of Assets, totaling $4.5M 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 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $2.7M |
| 2 | TECHNICA CORPORATION TECHNICA CORPORATION EMPLOYEES' 401(K) PLAN | DULLES VA | 93 | $33.3M | $708K |
| 3 | PRESCIENT EDGE CORPORATION PRESCIENT EDGE CORPORATION 401(K) PLAN |
MCLEAN VA |
| 368 |
| $11.5M |
| $553K |
| 4 | PHASE2 TECHNOLOGY, LLC PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 129 | $21.1M | $308K |
| 5 | CLUTCH CO. LLC DBA CLUTCH CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN | WASHINGTON DC | 97 | $8.9M | $125K |
| 6 | NEWWAVE TELECOM & TECHNOLOGIES, INC. NWT 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 104 | $22.4M | $96K |
| 7 | ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO COPPER RIVER 401(K) PLAN | CHANTILLY VA | 519 | $44.4M | $40K |
| 8 | SEALING TECHNOLOGIES SEALING TECHNOLOGIES INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 125 | $12.0M | $27K |
