Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Mfs Value R6 Mutual Funds in their Schedule of Assets, totaling $38.4M 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 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $22.3M |
| 2 | HOOBER, INC. HOOBER, INC. PROFIT SHARING/401(K) PLAN | INTERCOURSE PA | 361 | $40.2M | $3.9M |
| 3 | ALFRED WILLIAMS & COMPANY |
RALEIGH NC |
| 273 |
| $39.1M |
| $2.5M |
| 4 | POPULUS FINANCIAL GROUP, INC. POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 1,877 | $47.5M | $1.5M |
| 5 | ZEMBA BROS., INC. ZEMBA BROS., INC. 401(K) PROFIT SHARING PLAN | ZANESVILLE OH | 182 | $10.7M | $1.2M |
| 6 | AMCS GROUP, INC. AMCS GROUP, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 157 | $20.8M | $1.2M |
| 7 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $1.1M |
| 8 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $626K |
| 9 | ELRINGKLINGER AUTOMOTIVE MANUFACTURING, INC. ELRINGKLINGER RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 617 | $27.6M | $560K |
| 10 | COLUMBIA PROPERTY TRUST, INC. COLUMBIA PROPERTY TRUST 401(K) PLAN | NEW YORK NY | 45 | $24.5M | $551K |
