Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding MFS MFS Mid-Cap Value Fund Class R6 in their Schedule of Assets, totaling $88.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $25.3M |
| 2 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $18.3M |
| 3 |
| PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN |
WHITTIER CA |
| 7,342 |
| $423.3M |
| $9.5M |
| 4 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $3.7M |
| 5 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN | MANASSAS VA | 2,961 | $218.7M | $3.6M |
| 6 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP RETIREMENT PLAN | CHARLOTTESVILLE VA | 1,415 | $139.4M | $3.1M |
| 7 | ADG, LLC GREAT EXPRESSIONS DENTAL CENTERS EMPLOYEE RETIREMENT PLAN | SOUTHFIELD MI | 2,512 | $98.4M | $3.0M |
| 8 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $2.5M |
| 9 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $2.3M |
| 10 | BYTEDANCE INC BYTEDANCE 401(K) PLAN | CULVER CITY CA | 12,861 | $918.9M | $1.9M |
