Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MFS Value R4 - in their Schedule of Assets, totaling $76.6M 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 | EQUIFAX, INC EQUIFAX INC. 401K PLAN | ATLANTA GA | 6,424 | $1.5B | $43.1M |
| 2 | GZA GEOENVIRONMENTAL TECHNOLOGIES, INC. GZA RESTATED 401(K) PROFIT SHARING PLAN | NORWOOD MA | 782 | $214.9M | $8.3M |
| 3 | FIRSTHEALTH OF THE CAROLINAS, INC. FIRSTHEALTH OF THE CAROLINAS, INC. MATCHING SAVINGS PLAN |
PINEHURST NC |
| 6,474 |
| $450.8M |
| $7.3M |
| 4 | EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EGA MONEY PURCHASE PENSION PLAN | JERSEY CITY NJ | 351 | $118.7M | $5.7M |
| 5 | AKEBONO BRAKE CORPORATION AKEBONO BRAKE CORPORATION RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,251 | $148.1M | $4.7M |
| 6 | JEANNE DARC CREDIT UNION JEANNE D'ARC CREDIT UNION 401(K) PLAN | LOWELL MA | 287 | $38.3M | $1.1M |
| 7 | INLAND CELLULAR LLC INLAND CELLULAR LLC 401(K) PLAN & TRUST | ROSLYN WA | 100 | $15.9M | $1.1M |
| 8 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $1.1M |
| 9 | YOUTH FOR CHRIST/USA YOUTH FOR CHRIST/USA 403(B) RETIREMENT PLAN | ENGLEWOOD CO | 218 | $13.2M | $1.1M |
| 10 | CADWELL INDUSTRIES INC. CADWELL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | KENNEWICK WA | 341 | $41.9M | $630K |
