Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 298 U.S. retirement plans report holding MFS® Mid Cap Value Fund R6 in their Schedule of Assets, totaling $96.4M 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 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $7.1M |
| 2 | LATTICE SEMICONDUCTOR CORPORATION LATTICE SEMICONDUCTOR CORPORATION 401(K) EMPLOYEE SAVINGS PLAN | HILLSBORO OR | 297 | $202.9M | $5.9M |
| 3 | RAMBOLL LIMITED RAMBOLL US RETIREMENT & SAVINGS PLAN |
SYRACUSE NY |
| 2,039 |
| $659.1M |
| $5.2M |
| 4 | SCREEN NORTH AMERICA HOLDINGS, INC. SCREEN (USA) RETIREMENT PLAN | ELK GROVE VILLAGE IL | 450 | $139.2M | $3.9M |
| 5 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $3.4M |
| 6 | LAERDAL MEDICAL CORPORATION LAERDAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN | WAPPINGERS FALLS NY | 479 | $69.8M | $3.3M |
| 7 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $3.1M |
| 8 | CHEIL USA INC. CHEIL USA INC. RETIREMENT PLAN | NEW YORK NY | 734 | $53.2M | $3.0M |
| 9 | BAKER ROOFING COMPANY, LLC BAKER ROOFING COMPANY 401(K) PLAN | CARY NC | 862 | $57.3M | $2.6M |
| 10 | STILES MACHINERY, INC. STILES MACHINERY, INC. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 568 | $83.2M | $2.2M |
