MFS
MFS Mid Cap Value Fund I
Ticker MCVIX · Mutual fund
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
26
14 with $250K or more
Dollars held
$20.7M
69,836 of 69,862 plans with fund lines hold none
Median per plan
$307K
Share of their fund dollars
<0.1%
Same fund, other share classes
718 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6MVCKX | Low cost | 3,659 | $2.57B |
| Class R3MVCHX | Retail / revenue sharing | 311 | $373M |
| Class R4MVCJX | Mid cost | 225 | $288M |
| Class AMVCAX | Retail / revenue sharing | 136 | $72.7M |
| MFS Mid Cap Value Fund I (this page)MCVIX | Not stated | 26 | $20.7M |
| Class R1MVCGX | Retail / revenue sharing | 19 | $11.4M |
| Class R2MCVRX | Retail / revenue sharing | 27 | $4.1M |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$2.2M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| The Felhaber, Larson, Fenlon & Vogt, P.A. Employee Savings & Profit Sharing Plan$50M-$250M | $2.2M |
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Clyde Companies, Inc. 401(k) Retirement Plan$250M-$1B Share class change | $2.0M to $2.1M |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Bass, Berry & Sims Retirement & Savings Plan$250M-$1B Share class change | $7.4M to $6.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Mid Cap Value Fund I
The largest 10 plans in each list.
| D.A. Davidson Companies Retirement Savings and Profit Sharing Plan$623M plan · D.A. Davidson Companies, MT · Not identified | $4.3M |
| The Herb Chambers Companies Section 401(k) Plan$61.0M plan · Jennings Road Management Corp., CT · Empower | $2.6M |
| The Felhaber, Larson, Fenlon & Vogt, P.A. Employee Savings & Profit Sharing Plan$89.6M plan · Felhaber, Larson, Fenlon,vogt, P.A., MN · Milliman | $2.2M |
| Clyde Companies, Inc. 401(k) Retirement Plan$408M plan · Clyde Companies, Inc., UT · Charles Schwab | $2.1M |
| United Bankshares, Inc. Pension Plan$197M plan · United Bankshares, Inc., WV · Not identified | $1.6M |
| Fairway Mortgage Corp. Savings & Investment Plan$517M plan · Fairway Independent Mortgage Corporation, WI · Fidelity (FMR) | $1.5M |
| Motors & Armatures, Inc. Retirement Plan$42.8M plan · Motors & Armatures, Inc., NY · Sentinel Benefits Group | $1.1M |
| Pinnacle Financial Corporation 401(k) Plan$35.3M plan · Pinnacle Financial Corporation, GA · Not identified | $1.1M |
| Engineered Precision Casting Company Retirement Plan$15.7M plan · Engineered Precision Casting Company, NJ · Not identified | $980K |
| Cotton Incorporated Pension Plan$38.8M plan · Cotton Incorporated, NC · Not identified | $715K |
Plans whose filed schedule lists MFS Mid Cap Value Fund I.
See all 26 plans with Pro. Free for 7 days, then $49 a month.
How the filings spell it
Show 7 names seen in the filings
- MFS Mid Cap Value
- MFS Mid Cap Value Fund
- MFS Mid Cap Value Fund Class I
- MFS Mid Cap Value I
- Mfs Mid Cap Value Fund CL I
- Mid Cap Value Fund Class I
- Mid Cap Value Fund I