PlanOptica
MFS

MFS Blended Research Mid Cap Equity Fund A

Ticker BMSFX · Mutual fund · Share class: Class ARetail / revenue sharing

Matched by tickerAll MFS (Sun Life) fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
2
2 with $250K or more
Dollars held
$611K
69,860 of 69,862 plans with fund lines hold none
Median per plan
$305K
Share of their fund dollars
2.0%

Other share classes of this fund

4 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
MFS Blended Research Mid Cap Equity Fund R6BMSYXNot stated75$188M
Class IBMSLXLow cost3$1.0M
Class A (this page)BMSFXRetail / revenue sharing2$611K
Class R3BMSTXRetail / revenue sharing1$36K
Class R4BMSVXMid cost1$17K

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold MFS Blended Research Mid Cap Equity Fund A

The largest 10 plans in each list.

Complete Children's Health, P.C. 401(k) Profit Sharing Plan$20.7M plan · Complete Children's Health, P.C., NE · Not identified$305K
Dialysis Center 401(k) Retirement Plan$11.7M plan · Dialysis Center of Lincoln Inc., NE · Not identified$305K

Plans whose filed schedule lists MFS Blended Research Mid Cap Equity Fund A.

How the filings spell it

No other spellings recorded.