Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Mid Cap Value Fd Cl CT in their Schedule of Assets, totaling $7.9M 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 | LPC SERVICES, INC. THE LINCOLN PROPERTY COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | DALLAS TX | 3,597 | $288.5M | $6.3M |
| 2 | WINDQUEST GROUP, INC. THE WINDQUEST GROUP 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 1,018 | $78.7M | $855K |
| 3 | AI FIRE, LLC AI FIRE, LLC 401(K) PLAN |
ROUND ROCK TX |
| 1,841 |
| $37.5M |
| $426K |
| 4 | BLOOMSBURY PUBLISHING INC. BLOOMSBURY PUBLISHING INC. 401(K) PLAN | NEW YORK NY | 275 | $25.3M | $218K |
| 5 | PROCESS EQUIPMENT, INC. PROCESSBARRON 401(K) PLAN | PELHAM AL | 393 | $20.5M | $100K |
