Form 5500 Search

MFS MID CAP VAL FD CL 2W

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $20.4M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
28
Reported interest (EOY)
$20.4M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: MFS MID CAP VAL FD CL 2W, MFS MID CAP VAL Class CT. Counts combine all variants of the same investment.

Plans holding MFS MID CAP VAL FD CL 2Wranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1US LBM, LLC
US LBM HOLDINGS, LLC 401(K) PLAN
ATLANTA
GA
13,254$620.4M$5.6M
2FUTUREWEI TECHNOLOGIES, INC.
HUAWEI USA 401(K) PLAN
SAN JOSE
CA
149$227.5M$2.5M
3ABB/CON-CISE OPTICAL GROUP LLC
ABB OPTICAL GROUP
CORAL SPRINGS
FL
1,549$68.2M$1.8M
4MIDDLE EAST BROADCASTING NETWORKS, INC.
MBN SAVINGS PLAN
SPRINGFIELD
VA
396$99.1M$1.8M
5FIRST REALTY MANAGEMENT CORP.
FIRST REALTY MANAGEMENT CORP. 401(K) PLAN
BOSTON
MA
216$24.4M$893K
6GATES, HUDSON & ASSOCIATES, INC.
GATES, HUDSON & ASSOCIATES EMPLOYEE 401(K) PLAN
FAIRFAX
VA
644$24.3M$789K
7SDG MGMT COMPANY, LLC
SDG MGMT COMPANY, LLC 401(K) PLAN
NEW YORK
NY
1,971$76.6M$708K
8S TEC GROUP INC
S TEC GROUP, INC. 401K EMPLOYEE STOCK OWNERSHIP PLAN
HAMMOND
IN
130$42.1M$699K
9BYK USA INC.
SAVINGS PLAN OF BYK USA
WALLINGFORD
CT
490$116.5M$640K
10ADVANCED PERSONNEL, INC.
THE ADVANCED GROUP OF COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN
CHICAGO
IL
1,136$86.5M$612K
See all 28 plans holding MFS MID CAP VAL FD CL 2W
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