Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value Fund R6 Mutual fund (1) in their Schedule of Assets, totaling $6.7M 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 | TRITON CONTAINER INTERNATIONAL, INCORPORATED OF NORTH AMERICA TRITON INTERNATIONAL 401(K) SAVINGS PLAN | PURCHASE NY | 152 | $89.3M | $5.6M |
| 2 | UNIVERSAL STAINLESS & ALLOY PRODUCTS, INC. UNIVERSAL STAINLESS & ALLOY PRODUCTS, INC. EMPLOYEES 401(K) PLAN | BRIDGEVILLE PA | 699 | $36.2M | $967K |
| 3 | MULTI-FLOW INDUSTRIES LLC |
HUNTINGDON VALLEY PA |
| 196 |
| $7.6M |
| $180K |