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 Mutual fund a in their Schedule of Assets, totaling $1.1M 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 | OPUS SOLUTIONS, LLC OPUS SOLUTIONS, LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 424 | $36.1M | $478K |
| 2 | IQ CREDIT UNION IQ CREDIT UNION 401(K) PLAN | VANCOUVER WA | 344 | $36.6M | $422K |
| 3 | IDM APARTMENTS, LLC IDM APARTMENTS LLC 401(K) PROFIT SHARING PLAN TRUST |
VANCOUVER WA |
| 194 |
| $3.8M |
| $109K |
| 4 | IDM COMPANIES, LLC IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST | SCOTTSDALE AZ | 248 | $6.3M | $85K |