Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding College Retirement Equities Fund variable annuities MFS Mid Cap Value Class R4 in their Schedule of Assets, totaling $958K 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 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $578K |
| 2 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN | HUDSON OH | 150 | $30.2M | $216K |
| 3 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET |
TAYLORSVILLE UT |
| 253 |
| $29.8M |
| $122K |
| 4 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY EMPLOYEE RETIREMENT PLAN | HUDSON OH | 119 | $11.9M | $42K |
