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 R4 Mutual funds in their Schedule of Assets, totaling $174K 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 | ARCHROMA U.S., INC. ARCHROMA RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 179 | $38.8M | $142K |
| 2 | NORTHLINE UTILITIES, LLC NORTHLINE UTILITIES, LLC PROFIT SHARING/401(K) PLAN | AUSABLE FORKS NY | 121 | $12.1M | $32K |