Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mfs Value Fund R2 Mutual Fund in their Schedule of Assets, totaling $968K 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 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $624K |
| 2 | GINSBERG'S INSTITUTIONAL FOODS, INC. GINSBERG'S INSTITUTIONAL FOODS, INC. 401(K) PLAN | HUDSON NY | 240 | $16.1M | $275K |
| 3 | PCS WIRELESS |
FLORHAM PARK NJ |
| 441 |
| $1.9M |
| $68K |