Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Investment Management Mid Cap Value Fund Class R6 in their Schedule of Assets, totaling $15.5M 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 | UNIVISION COMMUNICATIONS INC. UNIVISION SAVINGS TAX ADVANTAGE RETIREMENT PLAN | TEANECK NJ | 3,585 | $529.2M | $14.5M |
| 2 | MARQUIS MANAGEMENT, LLC. MARQUIS MANAGEMENT, LLC.401K PLAN | HENNEPIN IL | 448 | $42.0M | $449K |
| 3 | EDFINANCIAL SERVICES, LLC EDFINANCIAL SERVICES, LLC 401(K) PLAN |
KNOXVILLE TN |
| 1,385 |
| $29.4M |
| $247K |
| 4 | NATIONAL BOARD OF OSTEOPATHIC MEDICAL EXAMINERS, INC. NATIONAL BOARD OF OSTEOPATHIC MEDICAL EXAMINERS, INC. 401(K) PLAN | CHICAGO IL | 110 | $20.2M | $230K |
| 5 | CAMBRIDGE INVESTMENT GROUP, INC. CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN | FAIRFIELD IA | 673 | $17.0M | $57K |
| 6 | PENSACOLA PEDIATRICS PA PENSACOLA PEDIATRICS PA 401(K) RETIREMENT PLAN | PENSACOLA FL | 100 | $16.4M | $22K |
| 7 | DANIELE INTERNATIONAL LLC DANIELE INTERNATIONAL LLC 401(K) PLAN | MAPLEVILLE RI | 452 | $4.7M | $4K |
