Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding MFS MFS Mid Cap Value Fund R6 in their Schedule of Assets, totaling $2.3M 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 | G & B OIL COMPANY, INC. G&B OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN | ELKIN NC | 134 | $17.9M | $495K |
| 2 | RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC RESTAURANT SUPPLY CHAIN SOLUTIONS RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 178 | $52.1M | $413K |
| 3 | CSI ELECTRICAL CONTRACTORS, INC. |
SANTA FE SPRINGS CA |
| 283 |
| $43.6M |
| $334K |
| 4 | NATIONAL LEAGUE OF CITIES SERVICES, INC. NATIONAL LEAGUE OF CITIES TAX QUALIFIED RETIREMENT AND SAVINGS PLAN | WASHINGTON DC | 159 | $54.8M | $289K |
| 5 | DIAMOND SURFACE, INC. DIAMOND SURFACE, INC. 401(K) PLAN | ROGERS MN | 73 | $15.4M | $286K |
| 6 | VELLUTINI CORPORATION ROYAL ELECTRIC COMPANY 401(K) PLAN | SACRAMENTO CA | 386 | $38.1M | $143K |
| 7 | CIRCLE GRAPHICS INC. CIRCLE GRAPHICS 401K PLAN | LONGMONT CO | 988 | $25.7M | $79K |
| 8 | 21ST CENTURY HEALTHCARE, INC. 21ST CENTURY HEALTHCARE, INC. 401(K) PLAN | TEMPE AZ | 301 | $11.0M | $67K |
| 9 | MIDCON CABLES CO., INC. MIDCON CABLES 401(K) PLAN AND TRUST | JOPLIN MO | 208 | $7.8M | $63K |
| 10 | ZIM INDUSTRIES, INC ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN | FRESNO CA | 148 | $25.6M | $62K |
