Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management MFS Mid Cap Value Fund Class R3 in their Schedule of Assets, totaling $175K 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 | ALTIVIA INVESTMENTS, LLC ALTIVIA 401(K) PLAN | HOUSTON TX | 380 | $22.5M | $138K |
| 2 | ARCELORMITTAL TAILORED BLANKS AMERICAS CORPORATION ARCELORMITTAL TAILORED BLANKS 401(K) PLAN | DETROIT MI | 200 | $9.9M | $37K |
