Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Mid Cap Value FD CL R6 in their Schedule of Assets, totaling $4.2M 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 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $3.0M |
| 2 | NAPHCARE U.S., INC. NAPHCARE US INC. 401(K) PLAN | BIRMINGHAM AL | 6,214 | $61.1M | $403K |
| 3 | BEMOBILE, INC. BEMOBILE, INC. 401(K) PLAN |
GRAND FORKS ND |
| 309 |
| $7.2M |
| $382K |
| 4 | FORCE AMERICA, INC. FORCE AMERICA, INC. 401(K) PLAN | SAVAGE MN | 441 | $38.5M | $204K |
| 5 | BAY VIEW INDUSTRIES, INC. BAY VIEW INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | OAK CREEK WI | 153 | $13.1M | $151K |
| 6 | CUMMINGS RESOURCES, LLC CUMMINGS RESOURCES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 170 | $3.5M | $80K |
| 7 | SLABE MACHINE PRODUCTS COMPANY SLABE MACHINE PRODUCTS COMPANY 401(K) RETIREMENT SAVINGS PLAN & TRUST | WILLOUGHBY OH | 146 | $6.4M | $1K |
