Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding MFS Value Fund R2 in their Schedule of Assets, totaling $5.6M 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 | CENTURY MOLD CO., INC. CENTURY MOLD CO., INC. SECTION 401(K) PLAN | ROCHESTER NY | 467 | $25.6M | $1.8M |
| 2 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401K PLAN | FARMINGTON ME | 130 | $11.6M | $1.1M |
| 3 | PARTICLE DYNAMICS INTERNATIONAL, PARTICLE DYNAMICS RETIREMENT PLAN |
ST LOUIS MO |
| 93 |
| $7.0M |
| $445K |
| 4 | AMERICAN OUTCOMES MANAGEMENT,L. AMERICAN OUTCOMES MANAGEMENT, L.P 401(K) PLAN | ARLINGTON TX | 134 | $13.1M | $423K |
| 5 | DIAMOND RESIDENTIAL MORTGAGE COR DIAMOND RESIDENTIAL MORTGAGE CORPORATION 401(K) PLAN | LAKE FOREST IL | 113 | $10.5M | $330K |
| 6 | NORTHEAST REMSCO CONSTRUCTION INC. NORTHEAST REMSCO CONSTRUCTION INC. 401(K) PLAN | WALL NJ | 116 | $20.5M | $286K |
| 7 | BEENE HOLDINGS, INC. BEENE HOLDINGS, INC. RETIREMENT PLAN | ATHENS TN | 114 | $8.7M | $243K |
| 8 | ARCADIA MANAGEMENT, INC. ARCADIA MANAGEMENT, INC. 401(K) PLAN | ISLANDIA NY | 436 | $5.8M | $147K |
| 9 | QUALITY MANAGEMENT RESOURCES,INC QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST | LAFAYETTE LA | 77 | $3.1M | $139K |
| 10 | ML AUTOMOTIVE GROUP LLC ML AUTOMOTIVE GROUP LLC | MIAMI GARDENS FL | 205 | $6.3M | $95K |
