Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 128 retirement plans report an interest in this investment, totaling $1.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 12 name variants: MFS MID CAP Value Fund CL 2W, MFS MID CAP Value FD CL CT, MFS MID CAP Value Fund, MFS MID CAP Value Fund; Class 2W, MFS MID CAP Value, MFS MID CAP Value Fund Class CT, MFS MID CAP Value Class CT, MFS MID CAP Value Fund CL CT, +4 more. 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 | FINASTRA USA CORPORATION FINASTRA USA SALARY SAVINGS 401(K) PLAN | LAKE MARY FL | 1,006 | $428.4M | $12.6M |
| 5 | CLARK CONSTRUCTION GROUP LLC CLARK GROUP RETIREMENT PLAN | BETHESDA MD | 2,919 | $1.0B | $11.1M |
| 6 | ETHAN ALLEN GLOBAL, INC. THE ETHAN ALLEN RETIREMENT SAVINGS PLAN | DANBURY CT | 1,913 | $230.2M | $8.1M |
| 7 | 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 |
| 8 | ASURION LLC ASURION, LLC 401(K) PLAN | NASHVILLE TN | 8,305 | $733.3M | $7.3M |
| 9 | LPC SERVICES, INC. THE LINCOLN PROPERTY COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | DALLAS TX | 3,597 | $288.5M | $5.5M |
| 10 | ANRITSU COMPANY ANRITSU COMPANY SALARY DEFERRAL PLAN | MORGAN HILL CA | 464 | $288.7M | $5.4M |
