Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $16.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: MFS MID CAP Value 2W, MFS MID CAP Value Fund 2W, MFS MID CAP Value CIT 2W. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ZEP INC. ZEP INC. 401(K) PLAN | ATLANTA GA | 1,067 | $160.0M | $4.2M |
| 2 | QUALITY TECHNOLOGY SERVICES, LLC QUALITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | OVERLAND PARK KS | 1,310 | $131.6M | $2.4M |
| 3 | AMERICAN CHEMISTRY COUNCIL, INC. AMERICAN CHEMISTRY COUNCIL INC. RETIREMENT SAVINGS PLAN | WASHINGTON DC | 272 | $150.7M | $2.0M |
| 4 | CJ AMERICA INC CJ 401(K) PLAN | LOS ANGELES CA | 739 | $51.0M | $1.2M |
| 5 | LIDL US, LLC LIDL US, LLC 401(K) PLAN | ARLINGTON VA | 4,762 | $120.1M | $964K |
| 6 | DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS MD | 1,266 | $40.1M | $837K |
| 7 | ALARIS HOMES, INC. THE CARROLL COMPANIES 401(K) PS PLAN | GREENSBORO NC | 361 | $14.3M | $745K |
| 8 | DCI GROUP AZ, LLC DCI FAMILY OF COMPANIES 401(K) PLAN | WASHINGTON DC | 103 | $34.3M | $640K |
| 9 | SANIMAX USA LLC SANIMAX 401(K) PLAN | GREEN BAY WI | 331 | $44.7M | $537K |
| 10 | THIRD WAY THIRD WAY 401(K) PLAN | WASHINGTON DC | 81 | $12.9M | $446K |
