Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 213 U.S. retirement plans report holding Mfs Mid Cap Value R6 Mutual fund - in their Schedule of Assets, totaling $167.5M 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 | CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN | ROCHESTER NY | 4,111 | $1.1B | $25.2M |
| 2 | ALSTON & BIRD LLP A&B RETIREMENT PLAN | ATLANTA GA | 1,599 | $1.1B | $16.9M |
| 3 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN |
CAMDEN NJ |
| 10,323 |
| $944.0M |
| $10.4M |
| 4 | WNET AND SUBSIDIARIES TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 364 | $167.3M | $7.5M |
| 5 | THE PEW CHARITABLE TRUSTS THE PEW CHARITABLE TRUSTS SAVINGS PLAN | PHILADELPHIA PA | 1,018 | $428.2M | $7.1M |
| 6 | MONUMENTAL SPORTS & ENTERTAINMENT MONUMENTAL SPORTS & ENTERTAINMENT 401(K) SAVINGS PLAN | WASHINGTON DC | 868 | $99.2M | $5.7M |
| 7 | AIRBUS HELICOPTERS, INC. AIRBUS HELICOPTERS, INC. RETIREMENT PLAN | HERNDON VA | 958 | $168.8M | $5.4M |
| 8 | J.F. TAYLOR, INC. J.F. TAYLOR, INC. 401(K) PLAN | GREAT MILLS MD | 571 | $146.5M | $5.0M |
| 9 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $4.3M |
| 10 | YORK HOSPITAL YORK HOSPITAL RETIREMENT PLAN | YORK ME | 973 | $102.0M | $3.4M |
