Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Mid Cap Value Ret Opt in their Schedule of Assets, totaling $257K 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 | RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN | TROOPER PA | 115 | $6.0M | $81K |
| 2 | DAIOHS USA, INC DAIOHS USA, INC 401(K) SAVINGS AND PROFIT SHARING PLAN | OAK BROOK TERRACE IL | 799 | $23.3M | $66K |
| 3 | CHEM TECH SERVICES, INC. |
LEVELLAND TX |
| 200 |
| $7.6M |
| $56K |
| 4 | SONNEN, INC. SONNEN, INC. 401(K) PLAN | STONE MOUNTAIN GA | 106 | $6.2M | $33K |
| 5 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $13K |
| 6 | KENOSHA ACHIEVEMENT CENTER, INC. KENOSHA ACHIEVEMENT CENTER, INC. EMPLOYEES' PROFIT SHARING TRUST | KENOSHA WI | 92 | $4.2M | $6K |
| 7 | CORNERSTONE PARKING GROUP, INC. CORNERSTONE PARKING GROUP, INC. 401(K) PLAN | EDEN PRAIRIE MN | 319 | $276K | $2K |