Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 151 U.S. retirement plans report holding MFS Mid-Cap Value Fund Class R6 in their Schedule of Assets, totaling $241.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAYCARE HEALTH SYSTEM BAYCARE HEALTH SYSTEM RETIREMENT PLAN | CLEARWATER FL | 33,101 | $3.1B | $71.3M |
| 2 | REGENERON PHARMACEUTICALS, INC. REGENERON PHARMACEUTICALS, INC. 401(K) SAVINGS PLAN | TARRYTOWN NY | 11,960 | $2.6B | $21.4M |
| 3 | ARCH CAPITAL GROUP (U.S.) INC. |
JERSEY CITY NJ |
| 3,978 |
| $1.3B |
| $18.6M |
| 4 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $13.2M |
| 5 | CHANEL INC. CHANEL, INC. PENSION PLAN | NEW YORK NY | 2,415 | $376.1M | $11.5M |
| 6 | CCA INDUSTRIES, INC. CCA INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | RICHMOND VA | 3,048 | $139.2M | $10.1M |
| 7 | MARSHALL, GERSTEIN & BORUN LLP MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN | CHICAGO IL | 186 | $160.1M | $9.7M |
| 8 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $8.3M |
| 9 | NAVAJO TRANSITIONAL ENERGY COMPANY, LLC NTEC 401(K) PLAN II | BROOMFIELD CO | 1,050 | $209.6M | $6.5M |
| 10 | TORAY PLASTICS AMERICA, INC. TORAY 401(K) SAVINGS PLAN | NORTH KINGSTOWN RI | 1,828 | $358.1M | $3.9M |
