Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 119 U.S. retirement plans report holding Mfs Value R6 Fund in their Schedule of Assets, totaling $395.3M 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 | SOUTHCOAST HOSPITALS GROUP, INC. SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN | NEW BEDFORD MA | 8,109 | $1.1B | $187.0M |
| 2 | WYNN RESORTS, LIMITED WYNN RESORTS, LIMITED 401(K) PLAN | LAS VEGAS NV | 9,925 | $509.4M | $45.8M |
| 3 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN |
FORT MILL SC |
| 18,710 |
| $1.2B |
| $18.0M |
| 4 | TINDALL CORPORATION TINDALL SAVINGS AND PROFIT SHARING PLAN | SPARTANBURG SC | 1,121 | $93.1M | $14.0M |
| 5 | PORTS AMERICA THE SAVINGS AND GROWTH PLAN FOR PORTS AMERICA GROUP AND AFFILIATES | CHANDLER AZ | 1,159 | $243.7M | $9.8M |
| 6 | TRACTOR & EQUIPMENT COMPANY TRACTOR & EQUIPMENT CO. 401(K) PL. | BIRMINGHAM AL | 678 | $83.9M | $9.5M |
| 7 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $8.6M |
| 8 | VIRGINIA FEDERAL CREDIT UNION VIRGINIA FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | RICHMOND VA | 1,088 | $108.9M | $8.0M |
| 9 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $7.9M |
| 10 | THE ALPHA CORPORATION OF TENNESSEE THE ALPHA CORPORATION OF TENNESSEE RETIREMENT SAVINGS PLAN | COLLIERVILLE TN | 420 | $115.1M | $6.7M |
