Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding MFS Value R6** in their Schedule of Assets, totaling $116.8M 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 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $10.5M |
| 2 | SOUTHWORTH-MILTON INC MILTON CAT 401(K) PLAN | MILFORD MA | 1,381 | $156.8M | $9.9M |
| 3 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN |
| 998 |
| $121.4M |
| $9.3M |
| 4 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $8.6M |
| 5 | AMERICAN NATIONAL BANK AMERICAN NATIONAL BANK 401(K) PROFIT SHARING PLAN | OMAHA NE | 521 | $81.8M | $7.9M |
| 6 | ARCONIC CORPORATION ARCONIC CORP. SALARIED 401(K) PLAN | PITTSBURGH PA | 2,169 | $765.1M | $7.1M |
| 7 | ARCONIC CORPORATION ARCONIC CORP. HOURLY 401(K) PLAN | PITTSBURGH PA | 5,436 | $750.8M | $6.8M |
| 8 | GREEN CLINIC MANAGEMENT COMPANY, LLC GREEN CLINIC SAVINGS AND PROFIT SHARING PLAN | RUSTON LA | 0 | $49.9M | $4.8M |
| 9 | REA & ASSOCIATES, INC. REA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | NEW PHILADELPHIA OH | 418 | $95.8M | $4.8M |
| 10 | UNITED STATES GOLF ASSOCIATION UNITED STATES GOLF ASSOCIATION DEFINED BENEFIT PENSION PLAN | FAR HILLS NJ | 54 | $57.2M | $4.7M |
