Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mid Cap Value Fund R4 Registered Investment Company in their Schedule of Assets, totaling $731K 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 | OLYMPIA FEDERAL SAVINGS AND LOAN ASSOCIATION OLYMPIA FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) PLAN AND TRUST | OLYMPIA WA | 113 | $21.8M | $378K |
| 2 | ALOGENT HOLDINGS, INC. ALOGENT 401(K) PLAN | PEACHTREE CORNERS GA | 207 | $26.1M | $352K |
