Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Investment Management Mid-Cap Value Fund in their Schedule of Assets, totaling $11.0M 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 | TCW, LLC TCW, LLC PROFIT SHARING AND SAVINGS PLAN | LOS ANGELES CA | 606 | $347.1M | $6.5M |
| 2 | CHILDFUND INTERNATIONAL, USA CHILDFUND INTERNATIONAL, USA 403(B) TAX DEFERRED ANNUITY PLAN | RICHMOND VA | 165 | $35.5M | $1.2M |
| 3 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN |
NEWPORT NEWS VA |
| 10,238 |
| $463.2M |
| $993K |
| 4 | JOHN'S DISPOSAL SERVICE, INC. JOHNS DISPOSAL SERVICE, INC. SAVINGS & RETIREMENT PLAN | FRANKSVILLE WI | 104 | $6.7M | $661K |
| 5 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN | NEWPORT NEWS VA | 8,159 | $314.0M | $499K |
| 6 | APWU - HEALTH PLAN APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN | ELKRIDGE MD | 139 | $13.5M | $443K |
| 7 | AMERICAN ASSOCIATION OF CRITICAL-CARE NURSES AACN 401(K) RETIREMENT SAVINGS PLAN | ALISO VIEJO CA | 211 | $49.0M | $410K |
| 8 | UES, INC. UES, INC. 401(K) PLAN | DAYTON OH | 289 | $36.4M | $159K |
| 9 | MILLER WELDING & MACHINE COMPANY MILLER WELDING & MACHINE COMPANY 401(K) PROFIT SHARING PLAN | BROOKVILLE PA | 347 | $27.3M | $84K |
| 10 | COMPLETE PROTOTYPE SERVICES INC COMPLETE PROTOTYPE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | CLINTON TWP MI | 104 | $5.7M | $54K |
