Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Mid-Cap Value Mutual Funds 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIANCE RESIDENTIAL REALTY LLC ALLIANCE RESIDENTIAL REALTY 401(K) PLAN | SCOTTSDALE AZ | 417 | $91.9M | $2.7M |
| 2 | MEMBRANE HOLDINGS LLC ENTEK 401(K) PLAN | LEBANON OR | 569 | $66.7M | $1.0M |
| 3 | FINSER CORPORATION FINSER CORPORATION 401(K) RETIREMENT PLAN |
MIAMI FL |
| 72 |
| $16.8M |
| $432K |
| 4 | AEGEUS MANAGEMENT SERVICES AEGEUS 401(K) PLAN | HOUSTON TX | 235 | $26.6M | $291K |
| 5 | SPEEDY NOVUS GLASS LLC SPEEDY NOVUS GLASS GROUP RETIREMENT SAVINGS & INVESTMENT PLAN | ST. PAUL MN | 192 | $7.0M | $225K |
| 6 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST | HAMILTON NJ | 168 | $18.4M | $209K |
| 7 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $190K |
| 8 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $172K |
| 9 | B & H FOTO & ELECTRONICS CORP. B & H FOTO 401(K) RETIREMENT PLAN | NEW YORK NY | 2,288 | $128.4M | $76K |
| 10 | NPSG GLOBAL, LLC NPSG GLOBAL, LLC 401(K) PLAN | MARIETTA GA | 468 | $8.0M | $45K |
