Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Mfs Value in their Schedule of Assets, totaling $253.1M 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 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $57.5M |
| 2 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 5,756 | $692.6M | $55.0M |
| 3 | INCYTE CORPORATION INCYTE CORPORATION 401(K) PLAN |
WILMINGTON DE |
| 1,903 |
| $513.0M |
| $29.1M |
| 4 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $28.8M |
| 5 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $28.4M |
| 6 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $26.2M |
| 7 | TFORCE HOLDINGS USA, INC. TFORCE HOLDINGS USA, INC. 401(K) PLAN | DALLAS TX | 5,574 | $276.4M | $4.6M |
| 8 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES | NEENAH WI | 2,457 | $36.4M | $3.0M |
| 9 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $2.7M |
| 10 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $2.6M |
