Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $3.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: MFS MID CAP Value Fund R6, MFS MID CAP Value R6, MFS MID CAP Value FD R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $874K |
| 2 | IBEW LOCAL NO. 143 ANNUITY PLAN IBEW LOCAL NO. 143 ANNUITY PLAN | PITTSBURGH PA | 379 | $70.9M | $448K |
| 3 | RRM DESIGN GROUP RRM DESIGN GROUP RETIREMENT PLAN | SAN LUIS OBISPO CA | 181 | $27.0M | $260K |
| 4 | MID CONTINENT STEEL AND WIRE INC MID CONTINENT STEEL & WIRE / DEACERO USA PROFIT SHARING PLAN | POPLAR BLUFF MO | 476 | $11.2M | $248K |
| 5 | BRADY SULLIVAN PAYROLL MANAGEMENT, INC. BRADY SULLIVAN PAYROLL MANAGEMENT, INC. 401(K) PLAN | MANCHESTER NH | 241 | $12.1M | $166K |
| 6 | NEBRASKA BEEF, LTD. NEBRASKA BEEF, LTD 401(K) PROFIT SHARING PLAN | OMAHA NE | 930 | $20.5M | $149K |
| 7 | SCHMIDBAUER LUMBER, INC. SCHMIDBAUER LUMBER SAWMILLS 401(K) PLAN | EUREKA CA | 599 | $71.5M | $144K |
| 8 | SENNHEISER ELECTRONIC CORPORATION SENNHEISER ELECTRONIC CORPORATION 401(K) PLAN | OLD LYME CT | 117 | $26.5M | $140K |
| 9 | OAK VALLEY COMMUNITY BANK OAK VALLEY COMMUNITY BANK 401(K) PROFIT SHARING PLAN | OAKDALE CA | 213 | $33.4M | $94K |
| 10 | THE MUSEUM OF CONTEMPORARY ART MOCA 401(K) PLAN | LOS ANGELES CA | 179 | $5.6M | $84K |
