Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS Value Fund R6 Mutual funds in their Schedule of Assets, totaling $69.5M 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 | WEX INC. WEX INC. EMPLOYEE SAVINGS PLAN | PORTLAND ME | 5,083 | $521.7M | $24.0M |
| 2 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $10.7M |
| 3 | BOARD OF TRUSTEES GLAZIERS INDIVIDUAL ACCOUNT RETIREMENT PLAN GLAZIERS INDIVIDUAL ACCOUNT RETIREMENT PLAN |
DUBLIN CA |
| 4,224 |
| $224.2M |
| $10.1M |
| 4 | BEHLEN MFG. CO. BEHLEN MFG. CO. 401(K) PLAN | COLUMBUS NE | 912 | $79.3M | $8.3M |
| 5 | VORNADO REALTY TRUST VORNADO REALTY TRUST 401(K) PLAN | PARAMUS NJ | 582 | $235.7M | $6.4M |
| 6 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION ICMA RETIREMENT CORPORATION RETIREMENT SAVINGS PLAN | WASHINGTON DC | 609 | $396.6M | $4.4M |
| 7 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN | BOSTON MA | 146 | $87.6M | $2.3M |
| 8 | EXOS EXOS RETIREMENT PLAN | PHOENIX AZ | 2,351 | $49.5M | $1.4M |
| 9 | PHIPPS HOUSES PHIPPS HOUSES & AFFILIATES 401(K) PLAN | NEW YORK NY | 448 | $27.1M | $455K |
| 10 | ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE OH | 97 | $36.1M | $408K |
