Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mid Cap Value Registered investment companies n/a in their Schedule of Assets, totaling $2.8M 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 | OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN | MOUNT HOLLY NJ | 1,165 | $47.4M | $1.7M |
| 2 | OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) PLAN | MOUNT HOLLY NJ | 86 | $39.9M | $1.1M |
