Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding MFS Mid-Cap Value - in their Schedule of Assets, totaling $48.0M 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 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $11.2M |
| 2 | METROPOLITAN JEWISH HEALTH SYSTEM, INC. METROPOLITAN JEWISH HEALTH SYSTEM, INC. 403(B) PLAN | NEW YORK NY | 3,209 | $201.2M | $11.0M |
| 3 | METROPOLITAN JEWISH HEALTH SYSTEM, INC. |
NEW YORK NY |
| 2,006 |
| $161.1M |
| $3.7M |
| 4 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C. UMA RETIREMENT PLAN | CHARLESTON SC | 2,775 | $756.3M | $2.9M |
| 5 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. PENSION PLAN | PARKERSBURG WV | 259 | $183.0M | $1.6M |
| 6 | CONSOLIDATED PIPE & SUPPLY COMPANY, INC. THE CONSOLIDATED PIPE & SUPPLY COMPANY, INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN AND TRUST | BIRMINGHAM AL | 1,087 | $91.3M | $1.6M |
| 7 | CONNELL RESOURCES, INC. CONNELL RESOURCES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 237 | $34.5M | $1.3M |
| 8 | PENN COLOR, INC. PENN COLOR, INC. PENSION PLAN | DOYLESTOWN PA | 249 | $36.3M | $1.2M |
| 9 | DCD AUTOMOTIVE HOLDINGS, INC. DCD AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | NORWOOD MA | 1,651 | $75.5M | $1.1M |
| 10 | ISLAND CAPITAL GROUP LLC ISLAND CAPITAL GROUP LLC 401(K) PLAN | GREENVILLE SC | 105 | $71.6M | $932K |
