Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Investment Management MFS Mid Cap Value Fund; Class R6 in their Schedule of Assets, totaling $28.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | DORAL FL | 3,725 | $500.6M | $18.8M |
| 2 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $3.5M |
| 3 | SAVAGE COMPANIES SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN |
MIDVALE UT |
| 3,575 |
| $345.8M |
| $1.9M |
| 4 | AIT WORLDWIDE LOGISTICS, INC. AIT WORLDWIDE LOGISTICS, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,664 | $117.3M | $1.3M |
| 5 | WEYCO GROUP, INC. WEYCO GROUP, INC. 401(K) PLAN | GLENDALE WI | 330 | $55.0M | $1.0M |
| 6 | INFINITE LEGACY, INC. INFINITE LEGACY, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 315 | $26.6M | $962K |
| 7 | UNITED CLAIM SOLUTIONS, LLC VALENZ 401(K) RETIREMENT SAVINGS PLAN | WAYNE PA | 528 | $13.5M | $343K |
| 8 | SERVOTRONICS INC SERVOTRONICS INC 401(K) PROFIT SHARING PLAN & TRUST | ELMA NY | 280 | $10.1M | $331K |
| 9 | CRANEWARE INC THE CRANEWARE GROUP 401(K) PROFIT SHARING PLAN | DEERFIELD BEACH FL | 543 | $57.6M | $318K |
| 10 | NICOLAIDES FINK THORPE MICHAELIDES SULLIVAN LLP NICOLAIDES FINK THORPE MICHAELIDES SULLIVAN LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 133 | $39.2M | $129K |
