Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 171 U.S. retirement plans report holding Mfs Mfs Mid Cap Value R6 in their Schedule of Assets, totaling $106.4M 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 | W. L. GORE & ASSOCIATES, INC. WL GORE & ASSOCIATES, INC. 401(K) PLAN | NEWARK DE | 8,777 | $2.0B | $12.4M |
| 2 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $11.6M |
| 3 | CENTRA HEALTH, INC. CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN |
LYNCHBURG VA |
| 7,475 |
| $747.1M |
| $8.1M |
| 4 | TECHTRONIC INDUSTRIES NORTH AMERICA, INC. TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,951 | $960.6M | $7.9M |
| 5 | MILWAUKEE ELECTRIC TOOL CORPORATION TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,666 | $813.0M | $7.4M |
| 6 | W.C. BRADLEY CO. W. C. BRADLEY CO. 401(K) SAVINGS PLAN | COLUMBUS GA | 784 | $106.3M | $4.0M |
| 7 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON VA | 2,122 | $164.7M | $3.1M |
| 8 | SCANSOURCE, INC. SCANSOURCE, INC. 401(K) PLAN | GREENVILLE SC | 1,439 | $225.4M | $2.6M |
| 9 | ALITHYA USA, INC. ALITHYA USA, INC. 401(K) SAVINGS PLAN | ALPHARETTA GA | 511 | $115.0M | $1.9M |
| 10 | HKS, INC. HKS, INC. 401(K) PLAN | DALLAS TX | 1,328 | $290.9M | $1.8M |