Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding MFS MFS Mid Cap value FD CL R6 in their Schedule of Assets, totaling $9.8M 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 | UCARE MINNESOTA UCARE 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,755 | $150.3M | $7.7M |
| 2 | WEST DERMATOLOGY MANAGEMENT HOLDINGS LLC AND AFFILIATES. WEST DERMATOLOGY MANAGEMENT HOLDINGS, LLC AND AFFILIATES RETIREMENT SAVINGS PLAN | DALLAS TX | 0 | $0 | $928K |
| 3 | SMITH SCHAFER & ASSOCIATES, LTD. |
MINNEAPOLIS MN |
| 110 |
| $30.1M |
| $592K |
| 4 | BURRELL COLLEGE OF OSTEOPATHIC MEDICINE LLC BCOM RETIREMENT PLAN | LAS CRUCES NM | 157 | $11.4M | $311K |
| 5 | RAINBOW TREE COMPANY RAINBOW TREE COMPANY 401(K) PLAN | MINNETONKA MN | 267 | $16.3M | $125K |
| 6 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $93K |
| 7 | VARIETY CHILD LEARNING CENTER 403(B) TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VARIETY CHILD LEARNING CENTER | SYOSSET NY | 398 | $19.8M | $54K |
| 8 | VARIETY CHILD LEARNING CENTER VARIETY CHILD LEARNING CENTER 401(A) PROFIT SHARING PLAN | SYOSSET NY | 204 | $10.0M | $11K |
| 9 | F&E AIRCRAFT MAINTENANCE MIAMI, LLC F&E AIRCRAFT MAINTENANCE 401(K) PLAN | MIAMI SPRINGS FL | 1,283 | $19.5M | $10K |
| 10 | PARCO, LLC PARCO, LLC 401(K) RETIREMENT PLAN | ONTARIO CA | 196 | $14.2M | $1K |
