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 Registered investment companies in their Schedule of Assets, totaling $5.5M 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 | MEDICAL MUTUAL OF OHIO MEDICAL MUTUAL OF OHIO EMPLOYEES' RETIREMENT SAVINGS PLAN | CLEVELAND OH | 3,599 | $799.4M | $5.3M |
| 2 | COLUMBIA FORD, INC. COLUMBIA FORD, INC. 401(K) PLAN | COLUMBIA CT | 241 | $14.3M | $190K |
