Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS Value Fund Registered investment company in their Schedule of Assets, totaling $16.5M 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 | FREMONT BANCORPORATION FREMONT BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | FREMONT CA | 735 | $214.6M | $4.7M |
| 2 | FAMILYCARE MEDICAL GROUP, P.C. FAMILYCARE MEDICAL GROUP, P.C. 401(K) PLAN | SYRACUSE NY | 684 | $109.9M | $3.8M |
| 3 | AHBL, INC. AHBL, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST |
TACOMA WA |
| 135 |
| $26.6M |
| $1.9M |
| 4 | BEL BRANDS USA BEL BRANDS USA 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 729 | $79.6M | $1.7M |
| 5 | CURIA GLOBAL, INC. CURIA 401(K) PLAN | ALBANY NY | 1,319 | $285.7M | $1.3M |
| 6 | LANDMARK STRUCTURES I, L.P. LANDMARK STRUCTURES I, L.P. 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 362 | $34.3M | $1.3M |
| 7 | BALISE MOTOR SALES COMPANY BALISE MOTOR SALES COMPANY 401(K) RETIREMENT PLAN | SPRINGFIELD MA | 1,246 | $44.9M | $952K |
| 8 | AC MARTIN, INC. AC MARTIN, INC. 401K PLAN | LOS ANGELES CA | 138 | $35.4M | $305K |
| 9 | ACE INDUSTRIES, INC. ACE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 323 | $17.1M | $268K |
| 10 | RANA USA, INC. RANA USA, INC. 401K PROFIT SHARING PLAN & TRUST | BARTLETT IL | 428 | $16.6M | $74K |
