Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 147 retirement plans report an interest in this investment, totaling $323.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: MFS MID CAP Value Fund, MFS MID CAP Value, MFS Mid-cap Value Fund, MFS MID CAP Value FD, MFS Mid-cap Value, MFS MID CAP Value A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC MFS MID CAP VALUE FUND | LAS VEGAS NV | — | $1.4B | $1.4B |
| 2 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $305.4M |
| 3 | HYATT CORPORATION HYATT CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 36,196 | $2.5B | $30.0M |
| 4 | ETHAN ALLEN GLOBAL, INC. THE ETHAN ALLEN RETIREMENT SAVINGS PLAN | DANBURY CT | 1,913 | $230.2M | $8.1M |
| 5 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN | DURHAM NC | 5,395 | $1.4B | $8.0M |
| 6 | DEACON HOLDINGS, INC. THE DEACON 401(K) PLAN | CITRUS HEIGHTS CA | 272 | $65.2M | $3.7M |
| 7 | AVON RUBBER AND PLASTICS, INC. AVON RUBBER AND PLASTICS, INC. EMPLOYEES RETIREMENT PLAN | CADILLAC MI | 585 | $63.8M | $3.1M |
| 8 | GUNSTER, YOAKLEY & STEWART, P.A. GUNSTER RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 495 | $242.7M | $2.7M |
| 9 | SMITH, GAMBRELL & RUSSELL, LLP SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN | ATLANTA GA | 524 | $266.4M | $2.1M |
| 10 | CITIZENS EQUITY FIRST CREDIT UNION CEFCU DEFERRED COMPENSATION PLAN AND TRUST | PEORIA IL | 987 | $145.1M | $2.1M |
