Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Value Fund R6 n/a in their Schedule of Assets, totaling $6.9M 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 | PITTSBURGH ASSOCIATES PITTSBURGH ASSOCIATES RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 372 | $49.6M | $3.6M |
| 2 | COUNCIL FOR AFFORDABLE QUALITY HEALTHCARE, INC. CAQH 401(K) PLAN | WASHINGTON DC | 157 | $29.7M | $1.1M |
| 3 | SOUTHLAND HOLDINGS, LLC SOUTHLAND HOLDINGS, LLC 401(K) PROFIT SHARING PLAN |
GRAPEVINE TX |
| 1,762 |
| $80.6M |
| $1.1M |
| 4 | ALINABAL HOLDINGS CORPORATION ALINABAL RETIREMENT 401(K) SAVINGS PLAN | MILFORD CT | 183 | $22.0M | $616K |
| 5 | WHIRLEY INDUSTRIES, INC. WHIRLEY INDUSTRIES, INC. TEAMMATES 401(K) PROFIT SHARING PLAN | WARREN PA | 402 | $45.8M | $426K |