Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Value R2 " in their Schedule of Assets, totaling $999K 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 | KAYSER-ROTH CORPORATION KAYSER-ROTH CORPORATION RETIREMENT PLAN | GREENSBORO NC | 69 | $8.0M | $774K |
| 2 | EMERALD TEXTILES, SAN DIEGO, LLC EMERALD TEXTILES, SAN DIEGO LLC 401(K) PLAN | SAN DIEGO CA | 1,040 | $6.5M | $157K |
| 3 | NEW ENGLAND TRACTOR TRAILER TRAINING OF MASSACHUSETTS, INC. |
QUINCY MA |
| 257 |
| $4.6M |
| $68K |