Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 415 U.S. retirement plans report holding Mfs Value R6 in their Schedule of Assets, totaling $802.9M 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 | SYNOPSYS, INC. SYNOPSYS 401(K) PLAN | SUNNYVALE CA | 4,114 | $2.7B | $83.4M |
| 2 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $40.8M |
| 3 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI |
| 8,230 |
| $485.7M |
| $38.5M |
| 4 | ATLANTIC UNION BANKSHARES CORPORATION ATLANTIC UNION BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 1,978 | $300.7M | $30.2M |
| 5 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN | LOUISVILLE KY | 2,054 | $648.5M | $29.0M |
| 6 | FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS TX | 5,797 | $686.4M | $22.3M |
| 7 | ADVICS NORTH AMERICA, INC. ADVICS 401(K) PLAN | LEBANON OH | 1,595 | $173.6M | $18.8M |
| 8 | HUNTSMAN INTERNATIONAL LLC HUNTSMAN SALARY DEFERRAL PLAN | THE WOODLANDS TX | 1,573 | $783.8M | $15.7M |
| 9 | INFINEUM USA INC. INFINEUM SAVINGS PLAN | LINDEN NJ | 525 | $386.2M | $15.6M |
| 10 | LOS ANGELES TRUCK CENTERS, LLC LOS ANGELES TRUCK CENTERS, LLC 401(K) PLAN | WHITTIER CA | 2,776 | $139.4M | $15.2M |
