Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Mfs Mid Cap Value Fund - R6 Mutual Fund in their Schedule of Assets, totaling $46.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $9.8M |
| 2 | TEACHERS FEDERAL CREDIT UNION TEACHERS FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | HAUPPAUGE NY | 874 | $73.2M | $4.9M |
| 3 | ENTERPRISE BANK AND TRUST COMPANY |
LOWELL MA |
| 601 |
| $128.1M |
| $3.9M |
| 4 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $3.1M |
| 5 | DELAWARE VALLEY COMMUNITY HEALTH, INC. DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 356 | $43.5M | $2.9M |
| 6 | FROSS ZELNICK LEHRMAN & ZISSU, P.C. FROSS ZELNICK LEHRMAN & ZISSU, P.C. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 175 | $52.9M | $2.0M |
| 7 | U.S. ENGINEERING COMPANY HOLDINGS U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST | KANSAS CITY MO | 406 | $51.8M | $1.6M |
| 8 | STRATA CORPORATION STRATA CORPORATION 401(K) | GRAND FORKS ND | 708 | $59.4M | $1.5M |
| 9 | DATA ANALYSIS, INC. DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST | LOS ANGELES CA | 787 | $89.8M | $1.5M |
| 10 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN | MILPITAS CA | 1,889 | $173.4M | $1.2M |
