Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding MFS MFS Mid Cap Value R3 in their Schedule of Assets, totaling $27.6M 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 | TREK BICYCLE CORPORATION TREK BICYCLE CORPORATION 401(K) PLAN | WATERLOO WI | 2,445 | $245.3M | $5.8M |
| 2 | SILGAN CONTAINERS MANUFACTURING CORPORATION SILGAN RETIREMENT SAVINGS PLAN | WOODLAND HILLS CA | 1,268 | $330.6M | $5.4M |
| 3 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN |
YPSILANTI MI |
| 3,783 |
| $340.8M |
| $5.3M |
| 4 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN | SEVEN VALLEYS PA | 3,921 | $218.1M | $2.2M |
| 5 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN | YORK PA | 3,709 | $197.2M | $1.9M |
| 6 | DART CONTAINER SALES COMPANY, LLC DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN | FT. LAUDERDALE FL | 183 | $94.1M | $1.6M |
| 7 | THE GAS COMPANY, LLC TGC 401(K) PLAN | HONOLULU HI | 363 | $64.8M | $1.3M |
| 8 | D.H. GRIFFIN WRECKING COMPANY, INC. D. H. GRIFFIN WRECKING COMPANY, INC. PROFIT SHARING PLAN | GREENSBORO NC | 1,113 | $48.0M | $1.3M |
| 9 | OLON USA LLC OLON USA LLC INVESTMENT PLAN | CONCORD OH | 122 | $17.7M | $856K |
| 10 | MARIANI ENTERPRISES LLC MARIANI ENTERPRISES 401(K) SAVINGS PLAN | LAKE BLUFF IL | 3,849 | $71.1M | $537K |
