Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Investment Management MFS Mid Cap Value Fund R6 in their Schedule of Assets, totaling $1.8M 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 | SAUSE BROS., INC. SAUSE BROS. RETIREMENT PLAN | PORTLAND OR | 177 | $36.2M | $1.1M |
| 2 | CONVIVA INC. CONVIVA RETIREMENT PLAN | FOSTER CITY CA | 125 | $20.7M | $231K |
| 3 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL |
| 216 |
| $25.9M |
| $194K |
| 4 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 244 | $20.5M | $168K |
| 5 | FLORIM USA, INC. FLORIM USA, INC. 401(K) PLAN | CLARKSVILLE TN | 383 | $14.9M | $96K |
| 6 | SINNISSIPPI CENTERS, INC. SINNISSIPPI CENTERS RETIREMENT PLAN | DIXON IL | 303 | $12.3M | $29K |
