Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Massachusetts Financial Services MFS Mid Cap Value R6 in their Schedule of Assets, totaling $11.2M 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 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $5.3M |
| 2 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $3.8M |
| 3 | CASTLETON COMMODITIES INTERNATIONAL LLC CCI RETIREMENT SAVINGS PLAN |
STAMFORD CT |
| 373 |
| $157.8M |
| $655K |
| 4 | J.M. OLIVER, INC. J. M. OLIVER 401(K) RETIREMENT PLAN | MORTON PA | 187 | $19.5M | $436K |
| 5 | CHILD CARE RESOURCE CENTER CHILD CARE RESOURCE CENTER 403B RETIREMENT SAVINGS PLAN | CHATSWORTH CA | 1,280 | $47.4M | $332K |
| 6 | TRI-ARC FOOD SYSTEMS, INC. TRI-ARC FOOD SYSTEMS, INC. 401K PLAN | RALEIGH NC | 311 | $13.8M | $268K |
| 7 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLAN | TARRYTOWN NY | 294 | $11.7M | $177K |
| 8 | BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN | BARTLETT IL | 94 | $15.3M | $159K |
| 9 | MOBILE MEDICAL RESPONSE, INCORPORATED MOBILE MEDICAL RESPONSE, INCORPORATED 401(K) PLAN | SAGINAW MI | 649 | $18.3M | $38K |
| 10 | ANITA'S MEXICAN FOODS CORP. ANITA'S MEXICAN FOOD 401(K) PLAN | SAN BERNARDINO CA | 379 | $1.9M | $5K |