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 Registered investment companies in their Schedule of Assets, totaling $4.1M 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 | SCHWEITZER ENGINEERING LABORATORIES ,INC. SCHWEITZER ENGINEERING LABORATORIES, INC. 401(K) PLAN | PULLMAN WA | 4,506 | $492.3M | $1.7M |
| 2 | OECONNECTION LLC OECONNECTION 401(K) PLAN | FAIRLAWN OH | 629 | $76.8M | $1.5M |
| 3 | NICHOLS FARMS NICHOLS FARMS 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 424 |
| $16.8M |
| $503K |
| 4 | KAUFMAN, ROSSIN & CO., P.A. KAUFMAN ROSSIN 401(K) PLAN | MIAMI FL | 570 | $91.8M | $230K |
| 5 | TYREE OIL, INC. TYREE 401(K) PLAN | EUGENE OR | 201 | $9.0M | $105K |
| 6 | ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY, INC. ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY 403(B) PLAN | SACRAMENTO CA | 290 | $4.7M | $36K |
