Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Mid Cap Value a in their Schedule of Assets, totaling $3.4M 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 | HILLCO, LTD. HARTLAND 401(K) RETIREMENT PLAN TRUST | KINSTON NC | 4,704 | $42.0M | $1.2M |
| 2 | TEXTILE RUBBER & CHEMICAL CO., INC. TEXTILE RUBBER & CHEMICAL CO., INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | DALTON GA | 356 | $45.9M | $700K |
| 3 | CAMBRIDGE REAL ESTATE SERVICES, INC. |
PORTLAND OR |
| 255 |
| $15.4M |
| $444K |
| 4 | CHANNELLOCK, INC. CHANNELLOCK 401(K) PLAN FOR NON-BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 66 | $17.0M | $409K |
| 5 | MARATHON ELECTRICAL CONTRACTORS, LLC MARATHON ELECTRICAL CONTRACTORS, LLC 401(K) PLAN | IRONDALE AL | 463 | $28.6M | $277K |
| 6 | STITES & HARBISON STITES & HARBISON, PLLC RESTATED SECURITY PLAN I | LOUISVILLE KY | 323 | $183.6M | $217K |
| 7 | CHANNELLOCK, INC. CHANNELLOCK, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 236 | $13.0M | $155K |
| 8 | NELSON PIPELINE CONSTRUCTORS, LLC NELSON PIPELINE CONSTRUCTORS, LLC 401(K) SAVINGS PLAN | FT. LUPTON CO | 127 | $3.7M | $1K |