Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding MFS MFS Mid Cap Value R6 Fund - in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DCC LPG HOLDINGS, INC. DCC 401(K) RETIREMENT PLAN | ROBERTS IL | 2,315 | $143.1M | $1.9M |
| 2 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $1.3M |
| 3 | THE ALLENDALE ASSOCIATION ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN |
LAKE VILLA IL |
| 322 |
| $28.5M |
| $1.1M |
| 4 | EUCLID INSURANCE SERVICES, INC. EUCLID INSURANCE SERVICES, INC. 401K PLAN | ITASCA IL | 175 | $33.2M | $818K |
| 5 | CATALIGHT FOUNDATION CATALIGHT FOUNDATION 403(B) PLAN | WALNUT CREEK CA | 797 | $26.2M | $323K |
| 6 | NEAL MAST & SON GREENHOUSES, INC. NEAL MAST & SON GREENHOUSES, INC. 401K PLAN | GRAND RAPIDS MI | 104 | $9.3M | $295K |
| 7 | RIDDLE'S GROUP, INC. RIDDLE'S GROUP, INC. RETIREMENT SAVINGS PLAN | RAPID CITY SD | 538 | $40.5M | $216K |
| 8 | CHANDLER CONCRETE CO., INC. CHANDLER CONCRETE CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | BURLINGTON NC | 551 | $25.8M | $168K |
| 9 | ARETUM, LLC ARETUM, LLC 401(K) PLAN | BETHESDA MD | 491 | $35.0M | $159K |
| 10 | DIVERSIFIED LABELING SOLUTIONS, INC. DIVERSIFIED LABELING SOLUTIONS, INC. 401(K) PLAN | ITASCA IL | 242 | $11.7M | $91K |
