Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value Fund N/A in their Schedule of Assets, totaling $18.3M 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 | UNIVERSAL SERVICES OF AMERICA ALLIED UNIVERSAL 401(K) PLAN | SANTA ANA CA | 249,560 | $497.9M | $17.8M |
| 2 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $409K |
