Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Mfs Value R6 Fund Mutual Fund in their Schedule of Assets, totaling $41.1M 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 | EXEL INC. SUPPLY CHAIN RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 35,590 | $1.2B | $13.0M |
| 2 | LIFETIME BRANDS, INC. LIFETIME BRANDS, INC. 401(K) SAVINGS PLAN | GARDEN CITY NY | 807 | $93.3M | $5.1M |
| 3 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) |
BOSTON MA |
| 1,702 |
| $372.5M |
| $4.6M |
| 4 | SHORENSTEIN REALTY SERVICES, L.P. THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN | SAN FRANCISCO CA | 217 | $134.8M | $4.0M |
| 5 | THE CONNECTICUT WATER COMPANY SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | CLINTON CT | 319 | $61.9M | $2.6M |
| 6 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | EMERYVILLE CA | 1,186 | $194.7M | $2.5M |
| 7 | REFRESCO BEVERAGES US INC. THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN | TAMPA FL | 4,590 | $216.8M | $2.3M |
| 8 | PERUVIAN CONNECTION, LLC PERUVIAN CONNECTION, LLC 401(K) & PROFIT SHARING PLAN | TONGANOXIE KS | 124 | $17.4M | $1.2M |
| 9 | OPENDOOR LABS INC. OPENDOOR LABS INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 1,130 | $67.5M | $961K |
| 10 | AMYRIS, INC. AMYRIS, INC. 401(K) PLAN | EMERYVILLE CA | 247 | $98.6M | $675K |
