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 R3 Registered investment companies in their Schedule of Assets, totaling $136K 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 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN | SIGNAL HILL CA | 154 | $21.6M | $106K |
| 2 | HACKERUSA, INC. D/B/A THRIVEDX THRIVEDX 401(K) PROFIT SHARING PLAN AND TRUST | COLUMBIA MD | 338 | $5.5M | $30K |
