Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Value Fund R4 in their Schedule of Assets, totaling $6.0M 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 | ELMA ELECTRONIC INC. ELMA ELECTRONIC INC. SAVINGS PLAN | FREMONT CA | 302 | $64.5M | $5.1M |
| 2 | COBA/SELECT SIRES INC. SELECT SIRES MIDAMERICA, INC. 401(K) PLAN | COLOMBUS OH | 121 | $15.9M | $323K |
| 3 | SELECT SIRES MIDAMERICA, INC. SELECT SIRES MIDAMERICA, INC. 401(K) PLAN |
LOGAN UT |
| 104 |
| $14.6M |
| $251K |
| 4 | SUNSHINE BOUQUET COMPANY SUNSHINE BOUQUET COMPANY 401(K) PLAN | DAYTON NJ | 648 | $23.7M | $212K |
| 5 | PIUS XI CATHOLIC HIGH SCHOOL PIUS XI CATHOLIC HIGH SCHOOL SAVINGS & RETIREMENT PLAN | MILWAUKEE WI | 68 | $4.1M | $137K |
| 6 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $40K |
