Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Mid Cap Value Fund Mutual fund N/A in their Schedule of Assets, totaling $13.6M 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 | TRANSDIGM INC. TRANSDIGM INC. 401(K) PLAN | CLEVELAND OH | 9,035 | $1.5B | $9.6M |
| 2 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $1.0M |
| 3 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN |
MERIDIAN ID |
| 132 |
| $39.5M |
| $933K |
| 4 | OVERDRIVE, INC. OVERDRIVE, INC. 401(K) RETIREMENT PLAN | CLEVELAND OH | 538 | $60.8M | $690K |
| 5 | NELSON-JAMESON, INC. NELSON-JAMESON, INC. RETIREMENT PLAN | MARSHFIELD WI | 310 | $30.9M | $549K |
| 6 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $307K |
| 7 | MADISON COMMUNITY HOSPITAL MADISON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MADISON SD | 228 | $12.3M | $258K |
| 8 | MADISON COMMUNITY HOSPITAL MADISON COMMUNITY HOSPITAL EMPLOYEES' RETIREMENT PLAN | MADISON SD | 247 | $11.3M | $241K |
| 9 | INSOURCE SERVICES, INC. INSOURCE SERVICES 401(K) PROFIT SHARING PLAN | WELLESLEY MA | 155 | $10.5M | $34K |
| 10 | FLINT HOLDINGS, INC. FLINT HOLDINGS, INC. 401K PROFIT SHARING PLAN | FARGO ND | 184 | $14.8M | $16K |
