Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Mid-Cap Value Fd R6 Mutual fund in their Schedule of Assets, totaling $2.0M 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 | AIR CRUISERS COMPANY, LLC AIR CRUISERS 401(K) PLAN | WALL NJ | 371 | $73.4M | $1.8M |
| 2 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $117K |
| 3 | APPLUS APPLUS EMPLOYEE 401(K) RETIREMENT PLAN |
TROY MI |
| 289 |
| $12.5M |
| $59K |
| 4 | INFINITYQS INTERNATIONAL, INC. ADVANTIVE, LLC 401(K) SAVINGS AND RETIREMENT PLAN | FAIRFAX VA | 319 | $43.1M | $10K |
| 5 | TORGERSONS, LLC TORGERSON'S LLC 401(K) PLAN | GREAT FALLS MT | 323 | $11.4M | $2K |
| 6 | NIJC, NFP NIJC, NFP 401(K) PLAN | CHICAGO IL | 172 | $5.8M | $1K |
