MFS
MFS Mid Cap Value Fund R1
Ticker MVCGX · Mutual fund · Share class: Class R1Retail / 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
19
4 with $250K or more
Dollars held
$11.4M
69,843 of 69,862 plans with fund lines hold none
Median per plan
$168K
Share of their fund dollars
1.3%
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 IMCVIX | Not stated | 26 | $20.7M |
| Class R1 (this page)MVCGX | 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
$1.5M 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
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Pacificsource 401(k) Plan$50M-$250M | $1.7M to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MFS Mid Cap Value Fund R1
The largest 10 plans in each list.
| Axis Specialty U.S. Services, Inc. 401(k) Plan$451M plan · Axis Specialty U.S. Services, Inc., NY · Fidelity (FMR) | $6.5M |
| Ecco Safety Group 401(k) Plan$39.4M plan · Electronic Controls Company, ID · Principal | $1.5M |
| Pacificsource 401(k) Plan$219M plan · Pacificsource, OR · Fidelity (FMR) | $1.5M |
| Big Rock 401(k) Savings Plan$40.4M plan · Big Rock Sports LLC, NC · Fidelity (FMR) | $387K |
| Navy Pier, Inc. 401(k) Plan$10.2M plan · Navy Pier, Inc., IL · Fidelity (FMR) | $204K |
| Ksa Engineers, Inc. Employee Savings and Protection Plan$10.6M plan · Ksa Engineers, Inc., TX · Fidelity (FMR) | $190K |
| Cuisine Solutions, Inc. 401(k) Plan$18.1M plan · Cuisine Solutions, Inc., VA · Empower | $190K |
| Global Engineering & Technology 401(k) Plan$12.1M plan · Global Engineering & Technology, Inc., FL · Principal | $188K |
| The Greentree Group, Inc. Profit Sharing Plan$17.2M plan · The Greentree Group, Inc., OH · Fidelity (FMR) | $187K |
| Qualicaps 401(k) Plan$14.2M plan · Qualicaps, Inc., NC · Fidelity (FMR) | $168K |
Plans whose filed schedule lists MFS Mid Cap Value Fund R1.
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How the filings spell it
Show 5 names seen in the filings
- MFS Mid Cap Value
- Mfs Mid Cap Value Fund Class R1
- Mfs Mid Cap Value R1
- Mid Cap Value Fund Class R1
- Mid Cap Value R1