Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Mfs Value Fund R6 in their Schedule of Assets, totaling $201.0M 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 | BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREM MID-AMERICA CARPENTERS REGIONAL COUNCIL SUPPLEMENTAL RETIREMENT PLAN | CHICAGO IL | 16,383 | $2.0B | $41.6M |
| 2 | BAY AREA PAINTERS & TAPERS ANNUITY FUND BAY AREA PAINTERS & TAPERS ANNUITY FUND | DUBLIN CA | 6,637 | $543.5M | $28.5M |
| 3 | SUMITOMO ELECTRIC U.S.A HOLDINGS, INC. SUMITOMO ELECTRIC GROUP 401(K) PLAN | NEW YORK NY | 1,912 | $246.1M | $24.4M |
| 4 | AVIS BUDGET GROUP, INC. AVIS BUDGET GROUP, INC. EMPLOYEE SAVINGS PLAN | PARSIPPANY NJ | 13,652 | $718.2M | $16.9M |
| 5 | SUMITOMO ELECTRIC WIRING SYSTEMS, INC. SUMITOMO ELECTRIC WIRING SYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN | BOWLING GREEN KY | 1,861 | $193.8M | $16.4M |
| 6 | DREW UNIVERSITY DREW UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED PLAN | MADISON NJ | 726 | $230.5M | $6.8M |
| 7 | UNION UNDERWEAR COMPANY, INC FRUIT OF THE LOOM 401(K) RETIREMENT SAVINGS PLAN | BOWLING GREEN KY | 1,232 | $258.1M | $5.5M |
| 8 | TRUSTEES OF THE COLLEGE OF THE HOLY CROSS COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN | WORCESTER MA | 954 | $401.8M | $4.9M |
| 9 | FLSMIDTH INC. FLSMIDTH 401(K) PLAN TRUST | BETHLEHEM PA | 1,299 | $324.0M | $3.9M |
| 10 | UNITED NATIONS FEDERAL CREDIT UNION UNITED NATIONS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LONG ISLAND CITY NY | 694 | $158.7M | $3.6M |
