Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Mid Cap Value R4 Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $143K 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 | MBA CONSULTING SERVICES, INC. MBA CSI 401(K) PLAN | CHANTILLY VA | 431 | $25.0M | $143K |
