Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Massachusetts Financial Services Mid Cap Value Fund Class R6 in their Schedule of Assets, totaling $453K 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 | CARUS LLC CARUS CAPITAL ACCUMULATION 401(K) PLAN | PERU IL | 161 | $52.1M | $238K |
| 2 | SIGMAPHARM LABORATORIES, LLC SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BENSALEM PA | 85 | $12.9M | $214K |
| 3 | TAR HEEL CAPITAL CORPORATION NO. 2 TAR HEEL CAPITAL CORPORATION NO. 2 EMPLOYEES SAVINGS PLUS PLAN |
BOONE NC |
| 1,209 |
| $8.7M |
| $1K |
