Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Mid Cap Value Mutual fund NR in their Schedule of Assets, totaling $13.4M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $7.1M |
| 2 | AMSI AMSI 401(K) PLAN | WEST PALM BEACH FL | 17,534 | $379.5M | $3.7M |
| 3 | METRON, INC. METRON, INC. 401(K) PROFIT SHARING PLAN | RESTON VA |
| 215 |
| $67.7M |
| $1.1M |
| 4 | SAVANTAGE FINANCIAL SERVICES, INC. SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN | ROCKVILLE MD | 138 | $41.0M | $472K |
| 5 | ABACUS TECHNOLOGY CORPORATION ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST | CHEVY CHASE MD | 738 | $108.8M | $280K |
| 6 | NORTH PARK LINCOLN MERCURY, INC. NORTH PARK LINCOLN MERCURY, INC. 401(K) PLAN | SAN ANTONIO TX | 268 | $20.8M | $201K |
| 7 | GRAPHPAD SOFTWARE, LLC DBA DOTMATICS DOTMATICS 401(K) PLAN | BOSTON MA | 320 | $34.7M | $166K |
| 8 | HUNTRESS LABS INCORPORATED HUNTRESS LABS INCORPORATED 401(K) PLAN | COLUMBIA MD | 392 | $23.6M | $142K |
| 9 | KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS 401(K) PLAN | NEW BRAUNFELS TX | 246 | $20.1M | $140K |
| 10 | KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO TX | 342 | $29.1M | $100K |
