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 Fund Class CT in their Schedule of Assets, totaling $685K 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 | UNISON SOFTWARE, INC. UNISON 401(K) PLAN | DULLES VA | 400 | $72.9M | $525K |
| 2 | EMPLOYEE HEALTH INSURANCE MANAGEMENT, INC. EHIM 401(K) PLAN | SOUTHFIELD MI | 0 | $0 | $129K |
| 3 | ALL-CLAD METALCRAFTERS INC ALL-CLAD METALCRAFTERS, INC. SAVINGS PROGRAM AND 401(K) PLAN |
CANONSBURG PA |
| 87 |
| $4.7M |
| $31K |