Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s (held by Fidelity Management Trust Company) MFS MFS Value R4 Fund in their Schedule of Assets, totaling $1.2M 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 | MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 102 | $104.7M | $1.2M |
