Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $113.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: MFS MID CAP Value Fund IS Platform, MFS MID CAP Value FD IS Platform. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MGM RESORTS INTERNATIONAL THE MGM RESORTS 401(K) SAVINGS PLAN | LAS VEGAS NV | 37,717 | $2.2B | $58.3M |
| 2 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $12.0M |
| 3 | TROON GOLF, L.L.C. TROON GOLF, L.L.C. 401(K) PLAN |
SCOTTSDALE AZ |
| 26,625 |
| $333.7M |
| $7.3M |
| 4 | JENNINGS ROAD MANAGEMENT CORP. THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN | GLASTONBURY CT | 2,264 | $149.5M | $6.3M |
| 5 | HENSEL PHELPS CONSTRUCTION CO HENSEL PHELPS SALARY RETIREMENT PLAN | GREELEY CO | 3,935 | $741.4M | $4.6M |
| 6 | THE SIEMON COMPANY THE SIEMON COMPANY 401(K) PROFIT SHARING PLAN | WATERTOWN CT | 255 | $82.3M | $4.5M |
| 7 | ADVICS NORTH AMERICA, INC. ADVICS 401(K) PLAN | LEBANON OH | 1,595 | $173.6M | $4.3M |
| 8 | AMERICAN ACADEMY OF FAMILY PHYSICIANS THE AAFP 401(K) PLAN | LEAWOOD KS | 317 | $106.9M | $2.9M |
| 9 | MAPEI CORPORATION MAPEI CORPORATION 401K PLAN | DEERFIELD BEACH FL | 1,472 | $119.6M | $2.4M |
| 10 | WASHINGTON - ST. TAMMANY ELECTRIC COOPERATIVE INC. WASHINGTON - ST. TAMMANY ELECTRIC COOPERATIVE, INC. EMPLOYEES' SAVINGS PLAN AND TRUST | FRANKLINTON LA | 102 | $44.2M | $2.1M |
