Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding MFS Investment Management MFS Mid-Cap Value Fund in their Schedule of Assets, totaling $27.9M 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 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $8.0M |
| 2 | TEKNOR APEX COMPANY TEKNOR SAVINGS PLUS PLAN | PAWTUCKET RI | 1,681 | $273.4M | $7.1M |
| 3 | CHOATE ROSEMARY HALL FOUNDATION, INC. |
WALLINGFORD CT |
| 348 |
| $222.7M |
| $3.3M |
| 4 | BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK NY | 455 | $109.8M | $1.3M |
| 5 | AIRTECH INTERNATIONAL, INC. AIRTECH INTERNATIONAL, INC. PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 230 | $68.7M | $1.2M |
| 6 | LONDEN INSURANCE GROUP, INC. LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 364 | $53.0M | $1.2M |
| 7 | BAILLIE LUMBER CO., L.P. BAILLIE LUMBER CO., L.P. 401(K) PLAN | HAMBURG NY | 861 | $78.8M | $1.2M |
| 8 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON CT | 107 | $30.9M | $532K |
| 9 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $515K |
| 10 | OMNI AIR INTERNATIONAL, LLC OMNI AIR INTERNATIONAL, LLC 401(K) PLAN FOR FLIGHT DECK CREW MEMBERS | TULSA OK | 321 | $61.6M | $494K |
