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 Fd Cl R6 Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | JOHNSON LAFFEN GALLOWAY ARCHITECTS, LTD. JOHNSON LAFFEN GALLOWAY ARCHITECTS LTD SAFE HARBOR 401(K) PLAN | GRAND FORKS ND | 209 | $29.1M | $400K |
| 2 | LINN RETAIL CENTERS, INC. LINN RETAIL CENTERS, INC. 401(K) PLAN | WOODBURY MN | 113 | $8.0M | $285K |
| 3 | PETOSKEY PLASTICS, INC. |
PETOSKEY MI |
| 529 |
| $23.9M |
| $150K |
| 4 | HOPE FOR YOUTH, INC. HOPE FOR YOUTH, INC. RETIREMENT PLAN | AMITYVILLE NY | 92 | $5.1M | $81K |
| 5 | MORTGAGE CONTRACTING SERVICES LLC MCS 401(K) PLAN | LEWISVILLE TX | 492 | $14.1M | $52K |
| 6 | PEERLESS PRODUCTS, INC. PEERLESS PRODUCTS, INC. 401(K) PLAN | FORT SCOTT KS | 413 | $6.0M | $25K |
| 7 | ELECNOR HAWKEYE, LLC ELECNOR HAWKEYE, LLC 401(K) PLAN | HAUPPAUGE NY | 160 | $16.7M | $7K |
| 8 | CAMP PROFILES, LLC DBA 829 STUDIOS 829 STUDIOS 401(K) PLAN | BOSTON MA | 256 | $5.0M | $5K |
