Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Mid-Cap Value CT in their Schedule of Assets, totaling $22.4M 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 | KYOCERA DOCUMENT SOLUTIONS AMERICA, INC. KDA 401(K) PLAN | FAIRFIELD NJ | 665 | $164.2M | $6.8M |
| 2 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $4.4M |
| 3 | GUNSTER, YOAKLEY & STEWART, P.A. GUNSTER RETIREMENT SAVINGS PLAN |
WEST PALM BEACH FL |
| 495 |
| $242.7M |
| $2.7M |
| 4 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $2.0M |
| 5 | CIMPRESS USA INCORPORATED CIMPRESS USA INCORPORATED 401(K) PLAN | WALTHAM MA | 827 | $248.0M | $1.8M |
| 6 | TATA COMMUNICATIONS (AMERICA) INC. TATA COMMUNICATIONS 401(K) PLAN | MATAWAN NJ | 535 | $169.5M | $1.4M |
| 7 | GRIDIRON FIBER CORP. GRIDIRON FIBER SAVINGS AND SECURITY PLAN | WAYNESBORO VA | 552 | $56.2M | $1.1M |
| 8 | PRAIRIE STATE GENERATING COMPANY, LLC PRAIRIE STATE GENERATING COMPANY, LLC 401(K) PLAN | MARISSA IL | 649 | $137.9M | $988K |
| 9 | JHCC HOLDINGS LLC JHCC HOLDINGS LLC 401(K) PLAN | PIKE ROAD AL | 3,118 | $21.5M | $430K |
| 10 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $421K |
