Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mfs Value Fund - R3 Mutual Fund in their Schedule of Assets, totaling $71.1M 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 | DELAWARE NORTH COMPANIES, INCORPORATED DELAWARE NORTH COMPANIES 401(K) PLAN | BUFFALO NY | 9,204 | $343.5M | $29.6M |
| 2 | JOYSON SAFETY SYSTEMS ACQUISITIONS, LLC JOYSON SAFETY SYSTEMS 401(K) PLAN | AUBURN HILLS MI | 965 | $365.8M | $20.5M |
| 3 | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. |
AUSTIN TX |
| 501 |
| $119.4M |
| $6.9M |
| 4 | QINETIQ INC. QINETIQ NORTH AMERICA 401K PLAN | LORTON VA | 398 | $108.5M | $5.4M |
| 5 | DELAWARE NORTH COMPANIES, INCORPORATED DELAWARE NORTH COMPANIES 401(K) UNION PLAN | BUFFALO NY | 2,534 | $60.5M | $3.5M |
| 6 | BOSTON PROFESSIONAL HOCKEY ASSOCIATION, INC. BOSTON BRUINS EMPLOYEES 401(K) SAVINGS & INVESTMENT PLAN | BUFFALO NY | 268 | $21.7M | $1.7M |
| 7 | AGENUS INC. AGENUS INC. 401K RETIREMENT PLAN | LEXINGTON MA | 217 | $52.7M | $1.5M |
| 8 | WHEELING ISLAND GAMING, INC. DELAWARE NORTH COMPANIES GAMING AND ENTERTAINMENT INC. WEST VIRGINIA RETIREMENT SAVINGS PLAN | BUFFALO NY | 734 | $28.7M | $1.2M |
| 9 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $712K |
| 10 | HENGST OF NORTH AMERICA, INC. HENGST OF NORTH AMERICA RETIREMENT SAVINGS PLAN | CAMDEN SC | 210 | $8.6M | $28K |
