Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Investment Management MFS Mid Cap Value CT in their Schedule of Assets, totaling $28.6M 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 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $14.3M |
| 2 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $14.0M |
| 3 | XYLEM INC. XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES |
WHITE PLAINS NY |
| 288 |
| $21.6M |
| $141K |
| 4 | XYLEM INC. SENSUS USA INC. UNION 401(K) PLAN | WHITE PLAINS NY | 946 | $8.3M | $98K |
| 5 | XYLEM INC. XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN | WHITE PLAINS NY | 170 | $16.5M | $85K |
| 6 | TURTLE & HUGHES, INC. TURTLE & HUGHES, INC. 401(K) SAVINGS PLAN | CLARK NJ | 796 | $110.8M | $36K |
| 7 | XYLEM INC. XYLEM STANDARD XCHANGE SAVINGS PLAN FOR HOURLY EMPLOYEES | WHITE PLAINS NY | 133 | $9.4M | $13K |
