Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MdCap Val R6 Pooled Separate Account in their Schedule of Assets, totaling $734K 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 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $730K |
| 2 | SPIRIT BANKCORP, INC. SPIRIT BANKCORP, INC. 401(K) PLAN AND TRUST | TULSA OK | 124 | $13.7M | $4K |