Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mfs Value I in their Schedule of Assets, totaling $640K 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 | ADA S. MCKINLEY COMMUNITY SERVICES, INC. ADA S. MCKINLEY COMMUNITY SERVICES, INC. RETIREMENT INCOME PLAN | CHICAGO IL | 266 | $27.0M | $478K |
| 2 | T & W SUPERMARKET, INC. NILSSEN'S SUPERVALU 401(K) PLAN | BALDWIN WI | 143 | $5.7M | $161K |
