Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS MFS Mid Cap Value A in their Schedule of Assets, totaling $2.5M 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 | DELTA STAR, INC. DELTA STAR, INC. 401(K) RETIREMENT PLAN | LYNCHBURG VA | 886 | $42.5M | $1.4M |
| 2 | HARBOR LINX, INC. HARBOR LINX, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ALAMEDA CA | 174 | $282.5M | $679K |
| 3 | STANISLAUS FOOD PRODUCTS COMPANY STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT PLAN |
MODESTO CA |
| 166 |
| $29.2M |
| $280K |
| 4 | SIMPLIFIED INVESTMENTS SIMPLIFIED INVESTMENTS 401(K) PLAN | GRAND RAPIDS MI | 388 | $4.0M | $103K |
| 5 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $84K |
| 6 | GREYHOUND LINES, INC. GREYHOUND LINES, INC. RETIREMENT SAVINGS PLAN | DALLAS TX | 623 | $53.2M | $25K |
