Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mfs Mid Cap Value R6 Mutual fund a in their Schedule of Assets, totaling $672K 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 | OPUS SOLUTIONS, LLC OPUS SOLUTIONS, LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 424 | $36.1M | $478K |
| 2 | IDM APARTMENTS, LLC IDM APARTMENTS LLC 401(K) PROFIT SHARING PLAN TRUST | VANCOUVER WA | 194 | $3.8M | $109K |
| 3 | IDM COMPANIES, LLC IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST |
SCOTTSDALE AZ |
| 248 |
| $6.3M |
| $85K |
