Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value R3 Fund Registered investment company in their Schedule of Assets, totaling $1.1M 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 | INFINITY PHARMACEUTICALS, INC. INFINITY PHARMACEUTICALS, INC. 401(K) PLAN AND TRUST | CAMBRIDGE MA | 32 | $17.5M | $927K |
| 2 | EDWARDS WOOD PRODUCTS EDWARDS WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | MARSHVILLE NC | 413 | $16.5M | $196K |
