Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Mid Cap Vaule Fund CT * Empower Annuity Insurance Co. of America Collective Trust Fund in their Schedule of Assets, totaling $133K 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 | THE FORD STORE MORGAN HILL THE FORD STORE MORGAN HILL 401(K) PLAN & TRUST | MORGAN HILL CA | 99 | $3.2M | $133K |
