Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 262 U.S. retirement plans report holding MFS Value fund in their Schedule of Assets, totaling $481.0M 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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $58.3M |
| 2 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $18.7M |
| 3 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $14.8M |
| 4 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $14.5M |
| 5 | WACKER CHEMICAL CORP. WACKER SAVINGS PLAN | ANN ARBOR MI | 1,585 | $231.3M | $13.7M |
| 6 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $13.3M |
| 7 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $13.0M |
| 8 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $11.8M |
| 9 | MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN | TULSA OK | 1,851 | $215.7M | $11.1M |
| 10 | NEXTGEN HEALTHCARE, INC. NEXTGEN HEALTHCARE, INC. 401(K) PLAN | IRVINE CA | 1,413 | $264.6M | $10.6M |
