Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS MFS Mid Cap Value R4 in their Schedule of Assets, totaling $10.3M 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $5.8M |
| 2 | CATO CORPORATION THE CATO CORPORATION 401(K)/PROFIT SHARING PLAN | CHARLOTTE NC | 2,792 | $72.9M | $960K |
| 3 | BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN |
RIVERSIDE CA |
| 393 |
| $79.7M |
| $953K |
| 4 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $484K |
| 5 | CONTRACT PHARMACAL CORPORATION CONTRACT PHARMACAL CORPORATION 401(K) PLAN | HAUPPAUGE NY | 371 | $24.0M | $460K |
| 6 | SWAT FAME, INC. SWAT FAME, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 180 | $20.5M | $452K |
| 7 | RRMM ARCHITECTS, P.C. RRMM ARCHITECTS, P. C. 401(K) PLAN | CHESAPEAKE VA | 130 | $19.3M | $432K |
| 8 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $250K |
| 9 | SCHULER INCORPORATED SCHULER, INC. SALARY SAVINGS PLAN | CANTON MI | 212 | $26.1M | $189K |
| 10 | TLC COMPANY, INC. TLC COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 641 | $22.8M | $163K |
