Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Mid-Cap Value Fund Class R3 in their Schedule of Assets, totaling $7.0M 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 | BROOKLINE BANCORP, INC. BROOKLINE BANCORP 401(K) PLAN | BOSTON MA | 998 | $168.7M | $2.0M |
| 2 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $1.9M |
| 3 | TESSY PLASTICS CORP TESSY 401(K) RETIREMENT PLAN |
SKANEATELES NY |
| 1,200 |
| $85.1M |
| $1.4M |
| 4 | PO LIGHTING USA, INC. PO LIGHTING USA 401(K) PLAN | TROY MI | 52 | $17.6M | $740K |
| 5 | SECURITY RISK ADVISORS INTL, LLC SECURITY RISK ADVISORS INTL, LLC 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 219 | $18.9M | $324K |
| 6 | NLOGIC, INC. NLOGIC, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 212 | $54.4M | $270K |
| 7 | INTEGREON INTERMEDIATE, LLC INTEGREON INTERMEDIATE, LLC 401(K) PLAN | FARGO ND | 638 | $14.4M | $149K |
| 8 | ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS, L ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS LLC 401(K) PLAN | PLANO TX | 122 | $22.7M | $111K |
| 9 | COLUMBUS CREW SC TEAM COMPANY LLC COLUMBUS CREW SC RETIREMENT PLAN | COLUMBUS OH | 186 | $6.0M | $83K |
| 10 | VIRTUOUS SOFTWARE, INC. VIRTUOUS SOFTWARE, INC. 401(K) PLAN | PHOENIX AZ | 159 | $6.3M | $40K |
