Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Mfs Mid Cap Value R6 Fund Mutual Fund in their Schedule of Assets, totaling $15.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.0M |
| 2 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 620 | $89.6M | $1.9M |
| 3 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN |
ATLANTA GA |
| 331 |
| $54.3M |
| $1.8M |
| 4 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $1.7M |
| 5 | BROADWAY BANCSHARES, INC. BROADWAY BANCSHARES, INC. PROFIT SHARING 401(K) PLAN | SAN ANTONIO TX | 662 | $120.9M | $1.7M |
| 6 | BRYANT & STRATTON COLLEGE, INC. BRYANT & STRATTON COLLEGE 401(K) SAVINGS PLAN | ORCHARD PARK NY | 1,260 | $85.0M | $1.3M |
| 7 | TORTOISEECOFIN INVESTMENTS, LLC TORTOISEECOFIN INVESTMENTS 401(K) PLAN | OVERLAND PARK KS | 107 | $19.7M | $948K |
| 8 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $687K |
| 9 | INTERNATIONAL INTIMATES INC. INTERNATIONAL INTIMATES INC. RETIREMENT PLAN | NEW YORK NY | 151 | $38.2M | $668K |
| 10 | NORCAL RENTAL GROUP LLC NORCAL RENTAL GROUP 401(K) PLAN | LIVERMORE CA | 206 | $22.2M | $499K |
