Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding MFS Mid-Cap Value Fund; Class R4 in their Schedule of Assets, totaling $17.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $9.1M |
| 2 | INFORMATION SERVICES GROUP, INC. INFORMATION SERVICES GROUP, INC. PROFIT SHARING PLAN | STAMFORD CT | 405 | $118.0M | $3.2M |
| 3 | CANTOR COLBURN LLP |
HARTFORD CT |
| 215 |
| $89.0M |
| $1.8M |
| 4 | EG RETAIL (AMERICA) LLC EG AMERICA EMPLOYEE SAVINGS PLAN | WESTBOROUGH MA | 16,690 | $337.9M | $1.4M |
| 5 | DOMINION TECHNOLOGIES GROUP, INC. DOMINION TECHNOLOGIES GROUP, INC. EMPLOYEES' PROFIT SHARING TRUST | ROSEVILLE MI | 154 | $23.7M | $519K |
| 6 | CONNECTICARE CAPITAL, LLC THE CONNECTICARE SAVINGS AND INVESTMENT PLAN | FARMINGTON CT | 472 | $147.3M | $478K |
| 7 | RADIUS HEALTH, INC. RADIUS HEALTH, INC. 401(K) PLAN | BOSTON MA | 234 | $52.2M | $261K |
| 8 | TOMPKINS CONSOLIDATED AREA TRANSIT, INC. TCAT, INC. EMPLOYEE RETIREMENT PLAN | ITHACA NY | 119 | $7.2M | $185K |
| 9 | NAYLOR, L.L.C. NAYLOR, LLC RETIREMENT SAVINGS PLAN | GAINESVILLE FL | 232 | $21.8M | $118K |
| 10 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 99 | $25.6M | $107K |
