Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $19.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | US LBM, LLC US LBM HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 13,254 | $620.4M | $5.6M |
| 2 | FUTUREWEI TECHNOLOGIES, INC. HUAWEI USA 401(K) PLAN | SAN JOSE CA | 149 | $227.5M | $2.5M |
| 3 | ABB/CON-CISE OPTICAL GROUP LLC ABB OPTICAL GROUP | CORAL SPRINGS FL | 1,549 | $68.2M | $1.8M |
| 4 | MIDDLE EAST BROADCASTING NETWORKS, INC. MBN SAVINGS PLAN | SPRINGFIELD VA | 396 | $99.1M | $1.8M |
| 5 | FIRST REALTY MANAGEMENT CORP. FIRST REALTY MANAGEMENT CORP. 401(K) PLAN | BOSTON MA | 216 | $24.4M | $893K |
| 6 | GATES, HUDSON & ASSOCIATES, INC. GATES, HUDSON & ASSOCIATES EMPLOYEE 401(K) PLAN | FAIRFAX VA | 644 | $24.3M | $789K |
| 7 | SDG MGMT COMPANY, LLC SDG MGMT COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,971 | $76.6M | $708K |
| 8 | S TEC GROUP INC S TEC GROUP, INC. 401K EMPLOYEE STOCK OWNERSHIP PLAN | HAMMOND IN | 130 | $42.1M | $699K |
| 9 | BYK USA INC. SAVINGS PLAN OF BYK USA | WALLINGFORD CT | 490 | $116.5M | $640K |
| 10 | ADVANCED PERSONNEL, INC. THE ADVANCED GROUP OF COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,136 | $86.5M | $612K |
