Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value Fund R2 Registered Investment Company in their Schedule of Assets, totaling $462K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS TRUST BANK CITIZENS TRUST BANK 401(K) RETIREMENT PLAN | ATLANTA GA | 128 | $10.3M | $358K |
| 2 | FYI - FOR YOUR INFORMATION, INC. FYI - FOR YOUR INFORMATION, INC. 401K PLAN | SILVER SPRING MD | 114 | $6.0M | $103K |
