Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding MFS Mid-Cap Value Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $48.3M 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 | CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 35,537 | $879.7M | $20.0M |
| 2 | B. BRAUN MEDICAL INC. B. BRAUN MEDICAL INC. SAVINGS PLAN | BETHLEHEM PA | 5,781 | $977.3M | $12.6M |
| 3 | SATELLITE HEALTHCARE, INC. SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN |
SAN JOSE CA |
| 2,032 |
| $230.0M |
| $2.9M |
| 4 | ROLLER BEARING CO OF AMERICA, INC. ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN | OXFORD CT | 3,247 | $280.4M | $2.5M |
| 5 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $1.5M |
| 6 | RELIANCE STANDARD LIFE INSURANCE COMPANY RELIANCE STANDARD LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 2,708 | $353.8M | $1.4M |
| 7 | BEACHBODY, LLC BEACHBODY, LLC 401(K) PLAN | EL SEGUNDO CA | 319 | $114.2M | $1.4M |
| 8 | MAXCESS INTERNATIONAL CORPORATION MAXCESS INTERNATIONAL CORPORATION 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 1,103 | $179.9M | $1.1M |
| 9 | ARENA ENERGY, LLC ARENA ENERGY, LLC PROFIT SHARING AND 401(K) PLAN | THE WOODLANDS TX | 449 | $70.0M | $731K |
| 10 | BELLINGHAM MARINE INDUSTRIES INC BELLINGHAM MARINE INDUSTRIES 401(K) PLAN | JACKSONVILLE FL | 243 | $18.7M | $582K |
