Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Mid-Cap Value Fund in their Schedule of Assets, totaling $1.3M 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 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 625 | $87.6M | $1.2M |
| 2 | CRANEMASTERS INC CRANEMASTERS INC 401K PROFIT SHARING PLAN | NORTH CHESTERFIELD VA | 231 | $19.2M | $100K |
