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 (IS Platform) " in their Schedule of Assets, totaling $10.0M 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 | ADVICS NORTH AMERICA, INC. ADVICS 401(K) PLAN | LEBANON OH | 1,595 | $173.6M | $4.3M |
| 2 | WINGS FINANCIAL CREDIT UNION WINGS FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 722 | $107.6M | $3.0M |
| 3 | MAPEI CORPORATION MAPEI CORPORATION 401K PLAN |
DEERFIELD BEACH FL |
| 1,472 |
| $119.6M |
| $2.4M |
| 4 | AIR GENERAL, INC. AIR GENERAL, INC. 401(K) PROFIT SHARING PLAN | PORTSMOUTH NH | 663 | $10.3M | $239K |
| 5 | TRAJECTOR MEDICAL, LLC TRAJECTOR HOLDINGS SAVINGS PLAN | GAINESVILLE FL | 773 | $14.9M | $23K |
| 6 | AMERICAN CRUISE LINES, INC. AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,358 | $14.8M | $2K |
