Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding MFS Investment Management Mfs Mid Cap Value R6 in their Schedule of Assets, totaling $23.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PORSCHE BUSINESS SERVICES, INC. PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 1,063 | $230.9M | $2.9M |
| 2 | ILLINOIS BONE AND JOINT INSTITUTE, LLC ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN | DES PLAINES IL | 2,354 | $287.0M | $2.6M |
| 3 | IDAHO CENTRAL CREDIT UNION |
CHUBBUCK ID |
| 1,417 |
| $104.8M |
| $2.3M |
| 4 | IDAHO CENTRAL CREDIT UNION IDAHO CENTRAL CREDIT UNION 401(K) PLAN | POCATELLO ID | 1,909 | $99.5M | $2.3M |
| 5 | KINROSS GOLD U.S.A., INC KINROSS GOLD RETIREMENT PLAN | DENVER CO | 2,077 | $407.6M | $2.1M |
| 6 | NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MS SOCIETY 401(K) PLAN | NEW YORK NY | 701 | $94.6M | $1.6M |
| 7 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $1.3M |
| 8 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $1.2M |
| 9 | JOHN MORIARTY & ASSOCIATES, INC. JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN | WINCHESTER MA | 424 | $104.8M | $1.1M |
| 10 | INTEGA, INC. INTEGA, INC. 401(K) PLAN | HOUSTON TX | 427 | $41.6M | $796K |
