Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Midcap Value Fund Class R6 in their Schedule of Assets, totaling $239K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROOSEVELT CHILDREN'S ACADEMY ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN | ROOSEVELT NY | 129 | $4.4M | $159K |
| 2 | WHITE-SPUNNER CONSTRUCTION, LLC WHITE-SPUNNER CONSTRUCTION, LLC.401(K) PLAN | MOBILE AL | 129 | $12.0M | $80K |
