Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding MFS Investment Management MFS Mid-Cap Value Fund in their Schedule of Assets, totaling $19.6M 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 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $8.0M |
| 2 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $3.3M |
| 3 | BRIXMOR EMPLOYMENT COMPANY, LLC |
NEW YORK NY |
| 455 |
| $109.8M |
| $1.3M |
| 4 | AIRTECH INTERNATIONAL, INC. AIRTECH INTERNATIONAL, INC. PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 230 | $68.7M | $1.2M |
| 5 | LONDEN INSURANCE GROUP, INC. LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 364 | $53.0M | $1.2M |
| 6 | BAILLIE LUMBER CO., L.P. BAILLIE LUMBER CO., L.P. 401(K) PLAN | HAMBURG NY | 861 | $78.8M | $1.2M |
| 7 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON CT | 107 | $30.9M | $532K |
| 8 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $515K |
| 9 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN FOR FLIGHT DECK CREW MEMBERS | TULSA OK | 321 | $61.6M | $494K |
| 10 | MCDONOUGH CORPORATION MCDONOUGH CORPORATION SAVINGS AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 271 | $43.2M | $419K |
