Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Massachusetts Financial Services MFS Mid Cap Value Fund in their Schedule of Assets, totaling $2.2M 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 | HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO CA | 2,589 | $179.2M | $1.6M |
| 2 | KOBELCO CONSTRUCTION MACHINERY USA, INC. KOBELCO CONSTRUCTION MACHINERY USA, INC. 401(K) PLAN | KATY TX | 90 | $10.9M | $458K |
| 3 | A. HAROLD & ASSOCIATES, LLC A.HAROLD & ASSOCIATES, LLC. |
JACKSONVILLE FL |
| 87 |
| $8.7M |
| $104K |
| 4 | DANSKO HOLDINGS, INC. DANSKO HOLDINGS, INC. RETIREMENT PLAN | WEST GROVE PA | 118 | $40.6M | $50K |
