Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Mfs Value Fund R6 in their Schedule of Assets, totaling $57.7M 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 | BAY AREA PAINTERS & TAPERS ANNUITY FUND BAY AREA PAINTERS & TAPERS ANNUITY FUND | DUBLIN CA | 6,637 | $543.5M | $28.5M |
| 2 | AVIS BUDGET GROUP, INC. AVIS BUDGET GROUP, INC. EMPLOYEE SAVINGS PLAN | PARSIPPANY NJ | 13,652 | $718.2M | $16.9M |
| 3 | MIAMI VALLEY EMERGENCY SPECIALISTS, LLC |
DAYTON OH |
| 115 |
| $43.0M |
| $2.5M |
| 4 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | MUSKEGON MI | 204 | $35.3M | $1.9M |
| 5 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY 401K PS PLAN | PHILADELPHIA PA | 226 | $22.3M | $1.9M |
| 6 | TULLEY AUTOMOTIVE GROUP, INC. TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN | SOUTH NASHUA NH | 351 | $19.0M | $1.2M |
| 7 | BOARD OF TRUSTEES PLUMBERS PIPE PROFIT SHARING ANNUITY PLAN PLUMBERS PIPEFITTERS LOCAL NO 776 PROFIT SHARING ANNUITY PLAN | HOLLAND OH | 377 | $55.8M | $1.0M |
| 8 | WOLVERINE WORLD WIDE, INC. WOLVERINE WORLD WIDE INC. 401(K) RETIREMENT SAVINGS PLAN II | ROCKFORD MI | 354 | $27.3M | $854K |
| 9 | WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE PA | 1,268 | $78.8M | $831K |
| 10 | EMMA, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN | 345 | $31.3M | $448K |
