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 Fund CL CT Common Collective Trust Fund in their Schedule of Assets, totaling $17.8M 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 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $7.6M |
| 2 | GOJO INDUSTRIES, INC. GOJO RETIREMENT SAVINGS PLAN | AKRON OH | 1,646 | $244.7M | $4.2M |
| 3 | WYRICK ROBBINS YATES & PONTON LLP WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 174 |
| $101.7M |
| $2.1M |
| 4 | FIRST QUALITY ENTERPRISES INC. FIRST QUALITY SAVINGS AND INVESTMENT PLAN | GREAT NECK NY | 4,530 | $466.0M | $1.9M |
| 5 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS 401(K) THRIFT & SAVINGS PLAN | WASHINGTON DC | 113 | $53.2M | $1.4M |
| 6 | THE M. K. MORSE COMPANY THE M. K. MORSE COMPANY RETIREMENT SAVINGS PLAN | CANTON OH | 381 | $34.7M | $337K |
| 7 | SUNKIST GROWERS, INC. SUNKIST MATCH PLUS SAVINGS PLAN | VALENCIA CA | 452 | $116.7M | $234K |
| 8 | CAPITOL SERVICES, LLC. CAPITOL SERVICES, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 182 | $17.8M | $33K |