Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Mid Cap Value Fund- Class R4 Mutual fund in their Schedule of Assets, totaling $8.9M 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 | ASCEND LEARNING LLC ASCEND LEARNING LLC 401(K) PLAN | LEAWOOD KS | 1,669 | $183.9M | $3.2M |
| 2 | SURMODICS, INC. SURMODICS, INC. 401(K) PLAN AND TRUST | EDEN PRAIRIE MN | 291 | $63.0M | $1.8M |
| 3 | ADLER POLLOCK & SHEEHAN P.C. ADLER POLLOCK & SHEEHAN P.C. 401(K) RETIREMENT PLAN |
PROVIDENCE RI |
| 123 |
| $67.3M |
| $1.5M |
| 4 | WALSWORTH PUBLISHING COMPANY, INC. WALSWORTH PUBLISHING COMPANY 401(K) SAVINGS PLAN | MARCELINE MO | 1,297 | $142.0M | $1.3M |
| 5 | IFIT INC. IFIT INC. 401(K) PLAN | LOGAN UT | 745 | $76.6M | $437K |
| 6 | ALLIANCE INSPECTION MANAGEMENT, LLC ALLIANCE INSPECTION MANAGEMENT, LLC 401(K) PLAN | LONG BEACH CA | 896 | $29.1M | $228K |
| 7 | PAN COMMUNICATIONS, INC. PAN COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 191 | $21.0M | $127K |
| 8 | ZSPACE, INC. ZSPACE, INC. 401(K) PLAN | SAN JOSE CA | 85 | $15.6M | $119K |
| 9 | FCI LENDER SERVICES INC FCI LENDER SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | ANAHEIM CA | 181 | $13.5M | $109K |
| 10 | A.D. MAKEPEACE COMPANY A.D. MAKEPEACE COMPANY 401(K) PLAN | WAREHAM MA | 111 | $12.9M | $86K |
