Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Mid Cap Value Class R4 in their Schedule of Assets, totaling $172K 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 | CATALYST INC. CATALYST INC. 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 76 | $23.9M | $141K |
| 2 | OLD TRAIL SCHOOL OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATH OH | 96 | $17.0M | $26K |
| 3 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN |
CANONSBURG PA |
| 60 |
| $2.4M |
| $5K |
