Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Mid-Cap Value Registered Investment Company - in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUSTOMINK, LLC CUSTOMINK, LLC 401(K) SAVINGS PLAN | TYSONS VA | 670 | $84.3M | $405K |
| 2 | DERSE INC DERSE, INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 475 | $72.2M | $374K |
| 3 | NATIONAL EWP, INC. NATIONAL EWP, INC. 401(K) PLAN | ELKO |
| 347 |
| $14.1M |
| $276K |
| 4 | HARDING ACADEMY HARDING ACADEMY TAX DEFERRED ANNUITY PLAN | NASHVILLE TN | 98 | $16.6M | $171K |
| 5 | CAMDEN COUNTY PARTNERSHIP FOR CHILDREN CAMDEN COUNTY PARTNERSHIP FOR CHILDREN 401(K) PLAN | VOORHEES NJ | 164 | $11.9M | $142K |
| 6 | HORIZON HEALTH CARE HORIZON HEALTH CARE 401(K) PROFIT SHARING PLAN & TRUST | HICKSVILLE NY | 650 | $4.4M | $41K |
| 7 | OUTRIDER TECHNOLOGIES, INC. OUTRIDER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRIGHTON CO | 125 | $7.3M | $14K |
| 8 | ROCHE BOBOIS USA LTD ROCHE BOBOIS USA LTD 401(K) PROFIT SHARING PLAN & TRUST | SECAUCUS NJ | 227 | $1.6M | $11K |