Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding MFS Mid Cap Value Fund R6 Mutual funds - in their Schedule of Assets, totaling $45.8M 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 | WEX INC. WEX INC. EMPLOYEE SAVINGS PLAN | PORTLAND ME | 5,083 | $521.7M | $32.2M |
| 2 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $6.3M |
| 3 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN |
| 5,644 |
| $464.7M |
| $3.5M |
| 4 | FUTUREFUEL CHEMICAL COMPANY FUTUREFUEL CHEMICAL COMPANY 401(K) PLAN | BATESVILLE AR | 518 | $69.8M | $1.1M |
| 5 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN | HOUSTON TX | 565 | $74.5M | $953K |
| 6 | BOLTON MEDICAL INC. TERUMO AORTIC RETIREMENT PLAN | SUNRISE FL | 553 | $34.2M | $562K |
| 7 | SEVAN MULTI-SITE SOLUTIONS, INC. SEVAN MULTI-SITE SOLUTIONS, INC. 401(K) PLAN | DOWNERS GROVE IL | 312 | $33.9M | $466K |
| 8 | SPRINGFIELD ANESTHESIA SERVICE, INC SPRINGFIELD ANESTHESIA SERVICE, INC. 401(K) SAVINGS PLAN | WEST SPRINGFIELD MA | 16 | $80.3M | $261K |
| 9 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $156K |
| 10 | LINEA SOLUTIONS, INC. LINEA SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | MARINA DEL REY CA | 113 | $21.3M | $73K |
