Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MFS Value R6 Pooled separate account in their Schedule of Assets, totaling $9.8M 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 | CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) SAVINGS PLAN | SARASOTA FL | 680 | $28.9M | $1.6M |
| 2 | WATCHPOINT LOGISTICS, INC. WATCHPOINT LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | BURLINGAME CA | 114 | $15.1M | $1.3M |
| 3 | UNITED GRAIN CORPORATION UNITED GRAIN RETIREMENT AND SAVINGS PLAN |
VANCOUVER WA |
| 106 |
| $42.1M |
| $1.2M |
| 4 | WESTERN INDUSTRIAL CONTRACTORS, INC. WESTERN INDUSTRIAL CONTRACTORS, INC. 401(K) PLAN | AURORA CO | 203 | $15.8M | $1.0M |
| 5 | ZIP-O-LOG MILLS, INC. THE HALLSTROM RETIREMENT PROGRAM | EUGENE OR | 178 | $29.9M | $939K |
| 6 | TRAVEL TRADERS HOTELS INC TRAVEL TRADERS HOTELS INC. 401K PLAN | MIAMI FL | 936 | $11.2M | $816K |
| 7 | IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. TAX SHELTERED ANNUITY PLAN | IRONTON OH | 428 | $22.9M | $722K |
| 8 | SUMMIT RESTAURANT GROUP, LLC SUMMIT RESTAURANT GROUP RETIREMENT PLAN | BLUE SPRINGS MO | 874 | $7.6M | $672K |
| 9 | US HEALTHCONNECT, INC. US HEALTHCONNECT, INC. 401(K) PLAN | FT WASHINGTON PA | 305 | $26.2M | $263K |
| 10 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $252K |
