Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Mid Cap Value Class R4 N/A in their Schedule of Assets, totaling $401K 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 | SHADY SIDE ACADEMY SHADY SIDE ACADEMY RETIREMENT PLAN | PITTSBURGH PA | 300 | $75.2M | $304K |
| 2 | COUNTERPART INTERNATIONAL INC. COUNTERPART INTERNATIONAL INC. TAX-DEFERRED ANNUITY 403(B) PLAN | WASHINGTON DC | 161 | $20.3M | $67K |
| 3 | SOCIETY FOR NEUROSCIENCE SOCIETY FOR NEUROSCIENCE 403(B) RETIREMENT PLAN |
WASHINGTON DC |
| 107 |
| $26.3M |
| $30K |
