Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Value R6 Registered investment companies in their Schedule of Assets, totaling $3.7M 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 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $2.7M |
| 2 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $642K |
| 3 | GREAT LAKES CHEESE CO., INC. GREAT LAKES CHEESE CO., INC. 401(K) PLAN AND TRUST |
HIRAM OH |
| 4,370 |
| $123.5M |
| $265K |
| 4 | DENNIS UNIFORM MANUFACTURING LLC DENNIS UNIFORM MANUFACTURING LLC PROFIT SHARING 401(K) PLAN | PORTLAND OR | 335 | $8.8M | $37K |
| 5 | JEUNESSE, LLC JEUNESSE, LLC 401(K) PROFIT SHARING PLAN & TRUST | ALMONTE SPRINGS FL | 10 | $6.8M | $1K |
