Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding MFS Mid Cap Value Fund R6 Registered investment company in their Schedule of Assets, totaling $13.2M 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 | ASHTON WOODS USA, LLC. ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN | ALPHARETTA GA | 1,312 | $118.4M | $2.4M |
| 2 | EMBRACE HOME LOANS, INC. 401(K) PLAN FOR DFH COMPANIES | MIDDLETOWN RI | 425 | $82.7M | $2.2M |
| 3 | CENTER FOR DISABILITY SERVICES THE 401(K) RETIREMENT PLAN FOR EMPLOYEES OF THE |
ALBANY NY |
| 1,887 |
| $106.3M |
| $2.1M |
| 4 | THE COOPER HEALTH SYSTEM COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | CAMDEN NJ | 8,219 | $359.2M | $919K |
| 5 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $868K |
| 6 | FEATHERLITE EXISS SOONER HOLDING FEATHERLITE EXISS SOONER 401(K) RETIREMENT PLAN | CRESCO IA | 500 | $34.5M | $745K |
| 7 | ADDEPAR, INC. ADDEPAR 401(K) PLAN | MOUNTAIN VIEW CA | 673 | $76.7M | $715K |
| 8 | LIBRA INDUSTRIES LIBRA INDUSTRIES 401(K) PLAN | MENTOR OH | 295 | $20.2M | $490K |
| 9 | INTRADECO, INC. INTRADECO RETIREMENT & SAVINGS PLAN | MIAMI FL | 275 | $26.9M | $458K |
| 10 | CONNORS & ASSOCIATES LLC DBA CONNORS GROUP CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN | CANONSBURG PA | 118 | $20.5M | $285K |
