Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Massachusetts Financial Services Company MFS Mid Cap Value Fund Class R6 in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DMG MORI USA, INC. DMG MORI 401(K) & PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 914 | $137.0M | $2.5M |
| 2 | WABASH CENTER, INC. WABASH CENTER, INC. 401(K) PLAN | LAFAYETTE IN | 476 | $4.2M | $50K |
| 3 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON |
| 781 |
| $24.2M |
| $18K |
