Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Mid Cap Value R6 N/R in their Schedule of Assets, totaling $1.5M 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 | VIVENT HEALTH VIVENT HEALTH 401K PLAN | MILWAUKEE WI | 544 | $34.8M | $924K |
| 2 | DAKKOTA INTEGRATED SYSTEMS, LLC DAKKOTA INTEGRATED SYSTEMS 401(K) PLAN | BRIGHTON MI | 1,639 | $45.0M | $203K |
| 3 | CHANDLER HALL HEALTH SERVICES, INC. CHANDLER HALL HEALTH SERVICES, INC. 401(K) PLAN |
NEWTOWN PA |
| 201 |
| $7.6M |
| $198K |
| 4 | ADELPHOI USA, INC. ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN | LATROBE PA | 737 | $30.0M | $71K |
| 5 | THE CHILDREN'S HOME OF PITTSBURGH THE CHILDREN'S HOME OF PITTSBURGH 401(K) PLAN | PITTSBURGH PA | 129 | $6.0M | $33K |
| 6 | DAVE JONES, LLC. DAVE JONES, LLC 401(K) PLAN | MADISON WI | 604 | $37.5M | $28K |
