Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management Mid Cap Value Fund n/a in their Schedule of Assets, totaling $339K 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 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $277K |
| 2 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN | WASHINGTON DC | 326 | $38.1M | $62K |
