Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding MFS Mid Cap Value R6 Fund in their Schedule of Assets, totaling $74.2M 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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $15.6M |
| 2 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 403(B) PLAN | GOLDSBORO NC | 1,733 | $84.9M | $9.3M |
| 3 | MACROGENICS MACROGENICS 401(K) PLAN |
ROCKVILLE MD |
| 341 |
| $84.0M |
| $9.0M |
| 4 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $3.9M |
| 5 | FIDELITY BANK FIDELITY BANK 401(K) RETIREMENT PLAN | MANDEVILLE LA | 324 | $33.0M | $3.5M |
| 6 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $3.3M |
| 7 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $3.0M |
| 8 | TINDALL CORPORATION TINDALL SAVINGS AND PROFIT SHARING PLAN | SPARTANBURG SC | 1,121 | $93.1M | $2.6M |
| 9 | PROSPECT MEDICAL HOLDINGS, INC. PROSPECT MEDICAL RETIREMENT SAVINGS PLAN B | CULVER CITY CA | 6,451 | $296.6M | $2.0M |
| 10 | THE MARCUS CORPORATION THE MARCUS CORP 401K RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 4,961 | $108.7M | $1.9M |
