Form 5500 Search

MFS MID CAP Value Fund CL 2W

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 130 retirement plans report an interest in this investment, totaling $1.6B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
130
Reported interest (EOY)
$1.6B
Data source
DOL Form 5500 · Schedule D

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 CT, MFS MID CAP Value, MFS MID CAP Value Fund; Class 2W, MFS MID CAP Value Class CT, MFS MID CAP Value Fund CL CT, +4 more. Counts combine all variants of the same investment.

Plans holding MFS MID CAP Value Fund CL 2Wranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1GREAT GRAY TRUST COMPANY, LLC
MFS MID CAP VALUE FUND
LAS VEGAS
NV
$1.4B$1.4B
2EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
ST. LOUIS
MO
50,491$12.4B$305.4M
3HYATT CORPORATION
HYATT CORPORATION RETIREMENT SAVINGS PLAN
CHICAGO
IL
36,196$2.5B$30.0M
4FINASTRA USA CORPORATION
FINASTRA USA SALARY SAVINGS 401(K) PLAN
LAKE MARY
FL
1,006$428.4M$12.6M
5CLARK CONSTRUCTION GROUP LLC
CLARK GROUP RETIREMENT PLAN
BETHESDA
MD
2,919$1.0B$11.1M
6ETHAN ALLEN GLOBAL, INC.
THE ETHAN ALLEN RETIREMENT SAVINGS PLAN
DANBURY
CT
1,825$248.6M$8.0M
7BLUE 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
8MARVIN LUMBER AND CEDAR COMPANY
THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN
WARROAD
MN
8,633$786.8M$7.6M
9ASURION LLC
ASURION, LLC 401(K) PLAN
NASHVILLE
TN
8,305$733.3M$7.3M
10LPC SERVICES, INC.
THE LINCOLN PROPERTY COMPANY 401(K) RETIREMENT AND SAVINGS PLAN
DALLAS
TX
3,597$288.5M$5.5M
See all 130 plans holding MFS MID CAP Value Fund CL 2W
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