Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding MFS Value Fund R4 " in their Schedule of Assets, totaling $30.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $7.6M |
| 2 | ELMA ELECTRONIC INC. ELMA ELECTRONIC INC. SAVINGS PLAN | FREMONT CA | 302 | $64.5M | $5.1M |
| 3 | KENWOOD DEALER GROUP, INC. THE KENWOOD DEALER GROUP EMPLOYEE RETIREMENT PLAN |
MASON OH |
| 685 |
| $58.1M |
| $2.8M |
| 4 | TL NEXLEVEL, LLC TL NEXLEVEL 401(K) PLAN | MAPLE LAKE MN | 799 | $35.1M | $1.9M |
| 5 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $1.8M |
| 6 | ROBERTSON-CECO II CORPORATION ROBERTSON-CECO CORPORATION MASTER PENSION PLAN | HOUSTON TX | 197 | $29.3M | $1.7M |
| 7 | ABBE, INC THE ABBE GROUP RETIREMENT PLAN | HIAWATHA IA | 322 | $14.8M | $1.4M |
| 8 | KENNETH COLE PRODUCTIONS, INC. KENNETH COLE PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 42 | $34.0M | $1.3M |
| 9 | RADIUS HEALTH, INC. RADIUS HEALTH, INC. 401(K) PLAN | BOSTON MA | 234 | $52.2M | $1.0M |
| 10 | CANTEY HANGER LLP CANTEY HANGER 401(K) PLAN | FORT WORTH TX | 87 | $27.0M | $999K |
