Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Mfs Value R6 Fund Registered Investment Company in their Schedule of Assets, totaling $27.6M 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 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 2,729 | $458.1M | $12.4M |
| 2 | MUSCULOSKELETAL TRANSPLANT FOUNDATION MUSCULOSKELETAL TRANSPLANT FOUNDATION 401(K) PROFIT SHARING PLAN | EDISON NJ | 1,326 | $239.6M | $5.5M |
| 3 | CREDIT UNION OF COLORADO |
DENVER CO |
| 401 |
| $60.2M |
| $3.3M |
| 4 | PROTERIAL CABLE AMERICA, INC. PROTERIAL CABLE AMERICA, INC. 401(K) SAVINGS PLAN | MANCHESTER NH | 443 | $49.7M | $1.6M |
| 5 | THE PORTLAND CLINIC LLP THE PORTLAND CLINIC LLP RETIREMENT PLAN | PORTLAND OR | 490 | $83.6M | $1.4M |
| 6 | CLOVER ENVIRONMENTAL SOLUTIONS LLC CLOVER ENVIRONMENTAL SOLUTIONS LLC 401(K) PLAN | OTTAWA IL | 445 | $48.4M | $1.1M |
| 7 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | DALLAS TX | 134 | $10.5M | $892K |
| 8 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE RETIREMENT PLAN | DALLAS TX | 110 | $8.2M | $718K |
| 9 | THORNE RESEARCH, INC. THORNE RESEARCH, INC. 401(K) PROFIT SHARING PLAN | SUMMERVILLE SC | 727 | $20.3M | $376K |
| 10 | DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN | NEWBERG OR | 238 | $11.4M | $90K |
