Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Mid-Cap Value Class R6 Registered Investment Companies in their Schedule of Assets, totaling $31.1M 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 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES JOHNS HOPKINS UNIVERSITY 403(B) PLAN | BALTIMORE MD | 25,218 | $8.8B | $29.0M |
| 2 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $1.9M |
| 3 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES |
BALTIMORE MD |
| 2,084 |
| $114.3M |
| $166K |
| 4 | COMMUNITY LEGAL SERVICES INC COMMUNITY LEGAL SERVICES RETIREMENT PLAN | PHILADELPHIA PA | 230 | $31.9M | $65K |
