Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Mfs Mid Cap Value R6 Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $1.3M |
| 2 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $779K |
| 3 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN |
TAMPA FL |
| 317 |
| $17.9M |
| $438K |
| 4 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $294K |
| 5 | KBS, INC. KBS, INC. PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 108 | $31.1M | $234K |
| 6 | LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 0 | $0 | $203K |
| 7 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL PENSION ACCOUNT | CONCORD MA | 158 | $17.9M | $144K |
| 8 | FLORENCE CRITTENTON SERVICES OF ORANGE COUNTY FLORENCE CRITTENTON SERVICES 403(B) PLAN | FULLERTON CA | 421 | $11.2M | $95K |
| 9 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $94K |
| 10 | COASTLINE ELDERLY SERVICES, INC. COASTLINE EMPLOYEES 403(B) PLAN | NEW BEDFORD MA | 174 | $5.8M | $84K |
