Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Massachusetts Financial Services MFS Mid Cap Value in their Schedule of Assets, totaling $452K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODLAND DIRECT, INC. WOODLAND DIRECT 401(K) PLAN | AUBURN HILLS MI | 108 | $4.2M | $292K |
| 2 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN | TARRYTOWN NY | 370 | $14.6M | $160K |