Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 327 retirement plans report an interest in this investment, totaling $969.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: MFS MID CAP Value CT, MFS MID CAP Value Fund CT, MFS MID CAP Value Fund; CT, MFS MID CAP Value CIT CT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BAYCARE HEALTH SYSTEM BAYCARE HEALTH SYSTEM RETIREMENT PLAN | CLEARWATER FL | 33,101 | $3.1B | $106.3M |
| 2 | PAYCHEX , INC. PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN | ROCHESTER NY | 15,000 | $2.3B | $87.8M |
| 3 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $53.3M |
| 4 | CENTENE CORPORATION CENTENE MANAGEMENT CORPORATION RETIREMENT PLAN | ST. LOUIS MO | 54,939 | $4.7B | $52.2M |
| 5 | PERFORMANCE FOOD GROUP, INC. PERFORMANCE FOOD GROUP EMPLOYEE SAVINGS PLAN | RICHMOND VA | 35,047 | $1.9B | $45.4M |
| 6 | SAMSUNG ELECTRONICS AMERICA, INC. SAMSUNG 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 13,861 | $3.1B | $31.3M |
| 7 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN RETIREMENT PLAN | PHILADELPHIA PA | 4,384 | $487.3M | $30.6M |
| 8 | SYNEOS HEALTH SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN | MORRISVILLE NC | 9,827 | $1.6B | $30.0M |
| 9 | OLYMPUS CORPORATION OF THE AMERICAS OLYMPUS CORPORATION OF THE AMERICAS 401K SAVINGS PLAN | CENTER VALLEY PA | 4,648 | $1.1B | $29.4M |
| 10 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN | LAKE SUCCESS NY | 3,814 | $763.3M | $28.4M |
