Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS Mid Cap Value Class R4 N/A in their Schedule of Assets, totaling $437K 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 | SHADY SIDE ACADEMY SHADY SIDE ACADEMY RETIREMENT PLAN | PITTSBURGH PA | 300 | $75.2M | $304K |
| 2 | COUNTERPART INTERNATIONAL INC. COUNTERPART INTERNATIONAL INC. TAX-DEFERRED ANNUITY 403(B) PLAN | WASHINGTON DC | 161 | $20.3M | $67K |
| 3 | PITTSBURGH BALLET THEATRE, INC. |
PITTSBURGH PA |
| 73 |
| $8.8M |
| $36K |
| 4 | SOCIETY FOR NEUROSCIENCE SOCIETY FOR NEUROSCIENCE 403(B) RETIREMENT PLAN | WASHINGTON DC | 107 | $26.3M | $30K |
