Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Value R4 Registered Investment Company Mutual Fund in their Schedule of Assets, totaling $3.0M 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 | WALTERS, BALIDO & CRAIN, L.L.P WALTERS, BALIDO & CRAIN RETIREMENT PLAN | DALLAS TX | 139 | $22.4M | $3.0M |
