Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Mid Cap Value Fund CT Collective trust fund in their Schedule of Assets, totaling $572K 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 | TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA CA | 276 | $14.1M | $421K |
| 2 | CONTINENTAL MOTOR COMPANY, INC. CONTINENTAL MOTOR COMPANY INC 401(K) PLAN | ANCHORAGE AK | 187 | $14.6M | $64K |
| 3 | AUTOMALL PAYROLL SERVICES LTD |
WEST ISLIP NY |
| 1,083 |
| $19.9M |
| $50K |
| 4 | EMPIRE AUTO PAYROLL SERVICE EMPIRE AUTOMOTIVE GROUP 401(K) PLAN | HUNTINGTON NY | 759 | $9.1M | $34K |
| 5 | TACOMA SUBARU, INC. BRUCE TITUS AUTOMOTIVE GROUP 401(K) PLAN | TACOMA WA | 211 | $11.2M | $3K |
