Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 202 U.S. retirement plans report holding Mfs Value R6 Mutual fund in their Schedule of Assets, totaling $318.2M 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 | HUGHES HUBBARD & REED LLP HUGHES HUBBARD & REED DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 296 | $289.1M | $23.1M |
| 2 | GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | MECHANICSBURG PA | 5,064 | $830.4M | $22.9M |
| 3 | PLUNKETT'S PEST CONTROL, INC. PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN | FRIDLEY MN | 648 | $61.3M | $16.4M |
| 4 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $16.2M |
| 5 | VOITH US INC. VOITH EMPLOYEE SAVINGS PLAN | YORK PA | 1,686 | $419.0M | $10.9M |
| 6 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $10.9M |
| 7 | RUBICON LLC RUBICON LLC SAVINGS PLAN FOR SALARIED EMPLOYEES | GEISMAR LA | 431 | $176.1M | $10.0M |
| 8 | UNVERFERTH MANUFACTURING COMPANY, INC. UNVERFERTH MANUFACTURING COMPANY, INC. PROFIT SHARING AND 401(K) PLAN | KALIDA OH | 1,223 | $234.8M | $9.1M |
| 9 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN | NEW YORK NY | 5,300 | $848.2M | $9.0M |
| 10 | SWISSPORT NORTH AMERICA HOLDINGS, INC. SWISSPORT NORTH AMERICA HOLDINGS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 9,283 | $173.5M | $8.4M |
