Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding MFS Value Fund R2 in their Schedule of Assets, totaling $3.7M 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 | CENTURY MOLD CO., INC. CENTURY MOLD CO., INC. SECTION 401(K) PLAN | ROCHESTER NY | 467 | $25.6M | $1.8M |
| 2 | AMERICAN OUTCOMES MANAGEMENT,L. AMERICAN OUTCOMES MANAGEMENT, L.P 401(K) PLAN | ARLINGTON TX | 134 | $13.1M | $423K |
| 3 | NORTHEAST REMSCO CONSTRUCTION INC. |
WALL NJ |
| 116 |
| $20.5M |
| $286K |
| 4 | LANGER INDUSTRIES, INC. LANGER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | JERSEY CITY NJ | 193 | $9.5M | $171K |
| 5 | ARCADIA MANAGEMENT, INC. ARCADIA MANAGEMENT, INC. 401(K) PLAN | ISLANDIA NY | 436 | $5.8M | $147K |
| 6 | QUALITY MANAGEMENT RESOURCES,INC QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST | LAFAYETTE LA | 77 | $3.1M | $139K |
| 7 | ML AUTOMOTIVE GROUP LLC ML AUTOMOTIVE GROUP LLC | MIAMI GARDENS FL | 205 | $6.3M | $95K |
| 8 | FRONTIER LOGISTICAL SERVICES, LL FRONTIER LOGISTICAL SERVICES, LLC 401(K) RETIREMENT PLAN | NASHVILLE TN | 6 | $3.3M | $95K |
| 9 | INTEGRA PARTNERS INTEGRA PARTNERS 401K PLAN | ROCHESTER MI | 281 | $7.8M | $90K |
| 10 | TURK HAVA YOLLARI, A.O. TURKISH AIRLINES INC. 401K PLA | NEW YORK NY | 239 | $7.8M | $88K |
