Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS Value Fund R6 Pooled separate account in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $853K |
| 2 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $751K |
| 3 | EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. |
WORCESTER MA |
| 432 |
| $20.0M |
| $648K |
| 4 | NATIONAL MANUFACTURING CO., INC. NATIONAL MANUFACTURING SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 240 | $6.3M | $616K |
| 5 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN | WESTBOROUGH MA | 127 | $13.3M | $362K |
| 6 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST | WEST CONCORD MN | 315 | $26.1M | $292K |
| 7 | LIBERTY DOCTORS, LLC LD & QHD 401(K) PLAN | NORTH CHARLESTON SC | 315 | $5.9M | $131K |
| 8 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $129K |
| 9 | LY BROTHERS CORPORATION SUGAR BOWL BAKERY 401(K) PLAN | HAYWARD CA | 462 | $15.0M | $118K |
| 10 | PDS CONSULTANTS, INC. PDS KO 401(K) PLAN | LOUISVILLE KY | 592 | $16.9M | $75K |
