Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding MFS Value R6 MFS 0 in their Schedule of Assets, totaling $60.8M 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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $10.8M |
| 2 | FRES-CO SYSTEM USA INC. FRES-CO SYSTEM USA, INC. RETIREMENT SAVINGS PLAN | TELFORD PA | 380 | $55.5M | $4.4M |
| 3 | IMAGINE SCHOOLS, INC. IMAGINE SCHOOLS, INC. 401(K) RETIREMENT SAVINGS |
VIENNA VA |
| 3,358 |
| $110.9M |
| $2.2M |
| 4 | BRONNER DISPLAY & SIGN ADVERTISING, INC. BRONNER DISPLAY & SIGN ADVERTISING, INC. PROFIT SHARING PLAN | FRANKENMUTH MI | 246 | $38.3M | $2.2M |
| 5 | RXR REALTY LLC RXR REALTY 401(K)PLAN | UNIONDALE NY | 340 | $52.7M | $2.1M |
| 6 | CORING & CUTTING GROUP. THE CORING & CUTTING GROUP RETIREMENT PLAN | KANSAS CITY MO | 176 | $24.4M | $2.0M |
| 7 | J.F. EDWARDS CONSTRUCTION J.F. EDWARDS CONSTRUCTION CO. 401(K) P/S PLAN | GENESEO IL | 134 | $15.6M | $1.9M |
| 8 | RIDGELINE, INC. RIDGELINE, INC. 401(K) PLAN | INCLINE VILLAGE NV | 447 | $19.0M | $1.9M |
| 9 | OTOLARYNGOLOGY & HEAD AND NECK SURGERY, P.A. MIDWEST ENT 401(K) PROFIT SHARING PLAN | WOODBURY MN | 151 | $29.6M | $1.7M |
| 10 | EAGLE AVIATION COLUMBIA, LLC EAGLE AVIATION COLUMBIA, LLC 401(K) PS PLAN | WEST COLUMBIA SC | 93 | $8.5M | $1.5M |
