Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Mid Cap Value R6 . Mutual of America MUTUAL FUND in their Schedule of Assets, totaling $4.6M 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 | COASTAL FAMILY HEALTH CENTER,INC COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN | GULFPORT MS | 528 | $10.3M | $1.9M |
| 2 | TIMBERLAND HOME CENTER, INC. TIMBERLAND HOME CENTER, INC. DBA TIMBERLAND LUMBER COMPANY 401(K) SAVINGS PLAN | BRAZIL IN | 164 | $3.9M | $1.9M |
| 3 | KENDAL-CROSSLANDS COMMUNITIES |
KENNETT SQUARE PA |
| 778 |
| $33.4M |
| $748K |
| 4 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $51K |
| 5 | THRIVE WELLNESS AND RECOVERY INC THRIVE WELLNESS AND RECOVERY INC. 401(K) PROFIT SHARING PLAN | WATERTOWN NY | 309 | $6.0M | $17K |
