Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Value Mutual Fund NR in their Schedule of Assets, totaling $16.4M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $13.2M |
| 2 | I.M. SYSTEMS GROUP, INC. I.M. SYSTEMS GROUP 401(K) PLAN | ROCKVILLE MD | 60 | $52.6M | $1.6M |
| 3 | METRON, INC. METRON, INC. 401(K) PROFIT SHARING PLAN |
| 215 |
| $67.7M |
| $1.4M |
| 4 | SCIENCE & ENGINEERING SERVICES, INC. SCIENCE & ENGINEERING SERVICES, INC. 401(K) PLAN | COLUMBIA MD | 673 | $71.5M | $139K |
| 5 | MAXIMUS, INC. MAXIMUS GSA RETIREMENT PLAN | MCLEAN VA | 18,673 | $21.8M | $30K |