Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MFS MFS Mid Cap Val R6 in their Schedule of Assets, totaling $9.9M 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 | NEWPARK DRILLING FLUIDS LLC NEWPARK DRILLING FLUIDS 401(K) | KATY TX | 202 | $47.8M | $1.8M |
| 2 | 61ST STREET SERVICE CORPORATION 61ST STREET SERVICE CORPORATION 401(K) RETIREMENT PLAN | NEW YORK NY | 1,497 | $62.7M | $1.1M |
| 3 | FORESIGHT ENERGY LLC FORESIGHT ENERGY LLC 401(K) PLAN |
ST. LOUIS MO |
| 788 |
| $68.0M |
| $1.1M |
| 4 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $1.1M |
| 5 | FOND DU LAC RESERVATION BUSINESS COMMITTEE FOND DU LAC EMPLOYEE RETIREMENT PLAN | CLOQUET MN | 1,675 | $110.7M | $1.0M |
| 6 | FOAM SUPPLIES, INC. FOAM SUPPLIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EARTH CITY MO | 110 | $20.8M | $764K |
| 7 | AUXO INVESTMENT PARTNERS, LLC AUXO INVESTMENT PARTNERS, LLC 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 280 | $21.6M | $740K |
| 8 | JACKSONVILLE JAGUARS, LLC JACKSONVILLE JAGUARS 401(K) PLAN | JACKSONVILLE FL | 404 | $46.8M | $561K |
| 9 | CSP MANAGEMENT, INC. DBA PARTNER SOLUTIONS FOR SCHOOLS PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN | BRIGHTON MI | 2,093 | $63.7M | $542K |
| 10 | SEMCO LLC SEMCO LLC 401(K) PLAN | COLUMBIA MO | 257 | $15.6M | $347K |
