Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Value R4 MFS 0 in their Schedule of Assets, totaling $1.5M 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 | EAGLE AVIATION COLUMBIA, LLC EAGLE AVIATION COLUMBIA, LLC 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 96 | $6.4M | $1.1M |
| 2 | LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY, NORTH CAROLINA LUTHERAN RETIREMENT MINISTRIES EMPLOYEES' RETIREMENT PLAN AND TRUST | BURLINGTON NC | 397 | $10.9M | $393K |