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 Class R6 in their Schedule of Assets, totaling $25.0M 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 | HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY EMPLOYEES SAVINGS AND INVESTMENT PLAN | NEWARK NJ | 5,563 | $1.5B | $23.3M |
| 2 | ALLIANT CREDIT UNION ALLIANT CREDIT UNION 401(K) PLAN | CHICAGO IL | 873 | $137.2M | $828K |
| 3 | LEGENDS HOSPITALITY, LLC |
NEW YORK NY |
| 16,236 |
| $105.8M |
| $801K |
| 4 | FRONTIER MANAGEMENT, LLC PROGRESSIVE PLANNING - A 401(K) RETIREMENT PLAN | DALLAS TX | 3,155 | $14.0M | $100K |
