Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Mid Cap Value R6 Fund Mutual Funds in their Schedule of Assets, totaling $2.1M 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 | SONESTA INTERNATIONAL HOTELS CORPORATION SONESTA INTERNATIONAL HOTELS CORPORATION AND SUBSIDIARIES 401(K) PLAN | NEWTON MA | 6,570 | $157.1M | $1.1M |
| 2 | POPULUS GROUP LLC POPULUS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 5,917 | $124.6M | $862K |
| 3 | BEL BRANDS USA, INC. |
CHICAGO IL |
| 116 |
| $5.6M |
| $85K |
| 4 | DAUGHTERS OF SARAH NURSING CENTER, INC. D/B/A DAUGHTERS OF SARAH SENIO DAUGHTERS OF SARAH NURSING HOME CO., INC. TAX DEFERRED ANNUITY PLAN | ALBANY NY | 292 | $8.1M | $64K |