Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MFS® Value Fund R6 Registered Investment Company in their Schedule of Assets, totaling $14.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE | ALBANY NY | 1,887 | $106.3M | $5.3M |
| 2 | ARIZONA PIPELINE COMPANY ARIZONA PIPELINE COMPANY 401(K) SAVINGS & | HESPERIA CA | 964 | $20.3M | $2.3M |
| 3 | DELTA MARINE INDUSTRIES, INCORPORATED |
SEATTLE WA |
| 258 |
| $37.7M |
| $1.4M |
| 4 | AGILE SPORTS TECHNOLOGIES, INC. AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 736 | $59.3M | $1.1M |
| 5 | DYNAMIC ENGINEERING CONSULTANTS DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN | LAKE COMO NJ | 349 | $25.5M | $1.1M |
| 6 | CAPITAL POWER OPERATIONS USA INC. CAPITAL POWER OPERATIONS USA INC. 401K PLAN | BOSTON MA | 182 | $24.3M | $1.0M |
| 7 | COMMUNITY HEALTH CARE, INC COMPLETECARE HEALTH NETWORK RETIREMENT PLAN | BRIDGETON NJ | 247 | $21.2M | $538K |
| 8 | CAMBA, INC. CAMBA 403B RETIREMENT PLAN | BROOKLYN NY | 2,685 | $67.5M | $412K |
| 9 | VERIDIAM, INC. VERIDIAM, INC. RETIREMENT SAVINGS PLAN | EL CAJON CA | 184 | $14.8M | $389K |
| 10 | VECTORPLY CORPORATION VECTORPLY CORPORATION RETIREMENT SAVINGS PLAN | PHENIX CITY AL | 174 | $8.8M | $182K |
