Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Mid Cap Value Fund CT Collective trust fund in their Schedule of Assets, totaling $1.5M 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 | SAKURA FINETEK USA, INC. SAKURA FINETEK USA, INC. 401(K) RETIREMENT SAVINGS PLAN | TORRANCE CA | 238 | $46.3M | $915K |
| 2 | TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA CA | 276 | $14.1M | $421K |
| 3 | CONTINENTAL MOTOR COMPANY, INC. |
ANCHORAGE AK |
| 187 |
| $14.6M |
| $64K |
| 4 | AUTOMALL PAYROLL SERVICES LTD AUTOMALL PAYROLL SERVICES LTD 401(K) PLAN AND TRUST | WEST ISLIP NY | 1,083 | $19.9M | $50K |
| 5 | EMPIRE AUTO PAYROLL SERVICE EMPIRE AUTOMOTIVE GROUP 401(K) PLAN | HUNTINGTON NY | 759 | $9.1M | $34K |
| 6 | TACOMA SUBARU, INC. BRUCE TITUS AUTOMOTIVE GROUP 401(K) PLAN | TACOMA WA | 211 | $11.2M | $3K |