Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mid Cap Value Class R6 Mutual Funds in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE CT | 386 | $183.9M | $5.2M |
| 2 | MARC, INC. OF MANCHESTER MARC, INC. RETIREMENT PLAN | MANCHESTER CT | 262 | $7.0M | $189K |
