Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mfs Value Mutual funds in their Schedule of Assets, totaling $11.5M 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 | ALLIANCE RESIDENTIAL REALTY LLC ALLIANCE RESIDENTIAL REALTY 401(K) PLAN | SCOTTSDALE AZ | 417 | $91.9M | $6.9M |
| 2 | B & H FOTO & ELECTRONICS CORP. B & H FOTO 401(K) RETIREMENT PLAN | NEW YORK NY | 2,288 | $128.4M | $2.7M |
| 3 | MCGREGOR METAL HOLDINGS LLC MCGREGOR METALWORKING COMPANIES 401(K) PROFIT SHARING PLAN |
SPRINGFIELD OH |
| 250 |
| $11.4M |
| $622K |
| 4 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $447K |
| 5 | SLOSBURG COMPANY SLOSBURG COMPANY 401(K) RETIREMENT PLAN | OMAHA NE | 391 | $10.7M | $326K |
| 6 | ARCHWELL ESSENTIALS ARCHWELL ESSENTIALS, LLC 401(K) PLAN | DEERFIELD BEACH FL | 177 | $10.2M | $254K |
| 7 | ARCHWELL SOLUTIONS, LLC ARCHWELL SOLUTIONS, LLC | FORT LAUDERDALE FL | 383 | $6.1M | $173K |
| 8 | LYON, LLC LYON, LLC 401(K) RETIREMENT PLAN | MONTGOMERY IL | 280 | $13.0M | $94K |