Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value Fund Registered investment companies in their Schedule of Assets, totaling $1.7M 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 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $1.5M |
| 2 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN | CONCORD NH | 306 | $5.0M | $160K |
| 3 | GRAETER'S MANUFACTURING CO. |
CINCINNATI OH |
| 613 |
| $11.7M |
| $84K |
