Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Mid Cap Value Fund Ct in their Schedule of Assets, totaling $7.1M 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 | RELIANCE TEST & TECHNOLOGY, LLC RELIANCE TEST & TECHNOLOGY, LLC 401(K) PLAN | CRESTVIEW FL | 1,044 | $105.6M | $4.7M |
| 2 | TOKAI CARBON GE LLC TOKAI CARBON GE LLC RETIREMENT AND SAVINGS PLAN | CHARLOTTE NC | 236 | $21.2M | $1.2M |
| 3 | CU DIRECT CORPORATION CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN |
ONTARIO CA |
| 648 |
| $116.3M |
| $517K |
| 4 | CROWN MOTORS LTD. CROWN MOTORS, LTD. 401(K) PLAN | HOLLAND MI | 202 | $18.8M | $324K |
| 5 | DES MOINES ORTHOPAEDIC SURGEONS, P.C. DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN | WEST DES MOINES IA | 325 | $92.7M | $307K |
| 6 | BROOKWOOD FARMS, INC. BROOKWOOD FARMS, INC. 401(K) PROFIT SHARING PLAN | SILER CITY NC | 150 | $4.4M | $36K |
| 7 | GHREIWATI AUTO INC DBA SURF CITY NISSAN GHREIWATI AUTO, INC. 401(K) PLAN | HUNTINGTON BEACH CA | 389 | $3.9M | $13K |
| 8 | TOMMIE VAUGHN MOTORS, INC. TOMMIE VAUGHN MOTORS, INC. 401(K) PLAN | HOUSTON TX | 170 | $7.5M | $12K |
