Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investments MFS Mid Cap Value Class R4 in their Schedule of Assets, totaling $3.3M 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 | MUHLENBERG COLLEGE MUHLENBERG COLLEGE RETIREMENT PLAN | ALLENTOWN PA | 596 | $176.6M | $3.3M |
