Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Mfs Mid Cap Value R4 in their Schedule of Assets, totaling $12.0M 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 | AKEBONO BRAKE CORPORATION AKEBONO BRAKE CORPORATION RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,251 | $148.1M | $2.1M |
| 2 | CANTEY HANGER LLP CANTEY HANGER 401(K) PLAN | FORT WORTH TX | 87 | $27.0M | $1.9M |
| 3 | HLW INTERNATIONAL, LLP HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN |
NEW YORK NY |
| 196 |
| $35.3M |
| $802K |
| 4 | AVPORTS LLC AVPORTS LLC 401(K) PLAN | DULLES VA | 459 | $39.7M | $783K |
| 5 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $703K |
| 6 | GENESIS CORP. GENESIS CORP. 401(K) EMPLOYEES SAVINGS PLAN | NEW YORK NY | 1,426 | $43.3M | $694K |
| 7 | INMARSAT GOVERNMENT, INC. INMARSAT GOVERNMENT, INC.401(K) PLAN | RESTON VA | 110 | $34.9M | $622K |
| 8 | MID AMERICA BANK MID AMERICA BANK PROFIT SHARING PLAN | JEFFERSON CITY MO | 115 | $19.0M | $570K |
| 9 | ROXBORO HOLDINGS, INC. ROXBORO HOLDINGS EMPLOYEE SAVINGS PLAN | FARMINGDALE NJ | 193 | $34.1M | $521K |
| 10 | ADVANCED INTEGRATION TECHNOLOGY LP ADVANCED INTEGRATION TECHNOLOGY 401(K) PLAN | PLANO TX | 340 | $56.6M | $463K |
