Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Mfs Value R6 Registered investment company in their Schedule of Assets, totaling $144.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $32.5M |
| 2 | HARLEY-DAVIDSON MOTOR COMPANY, INC. HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN MASTER TRUST | MILWAUKEE WI | — | $1.2B | $26.6M |
| 3 | CHILDREN'S NATIONAL HOSPITAL |
WASHINGTON DC |
| 9,286 |
| $1.3B |
| $20.2M |
| 4 | COTIVITI INTERMEDIATE HOLDING CORP. COTIVITI SAVINGS PLAN | SOUTH JORDAN UT | 4,946 | $448.3M | $10.8M |
| 5 | PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | PORTLAND ME | 182 | $127.6M | $5.9M |
| 6 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $4.5M |
| 7 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $4.5M |
| 8 | DARIGOLD, INC. DARIGOLD, INC. 401(K) SAVINGS PLAN | SEATTLE WA | 1,021 | $164.1M | $3.8M |
| 9 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $3.6M |
| 10 | SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN 401(K) PROFIT SHARING PLAN | MT. PLEASANT MI | 4,025 | $127.0M | $3.5M |
