Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding MFS* MFS Mid Cap value Class R6 in their Schedule of Assets, totaling $33.8M 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 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX NY | 3,617 | $1.7B | $15.5M |
| 2 | MARIST COLLEGE MARIST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | POUGHKEEPSIE NY | 945 | $341.9M | $4.5M |
| 3 | NANA REGIONAL CORPORATION, INC. NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN |
ANCHORAGE AK |
| 2,963 |
| $199.4M |
| $2.7M |
| 4 | AUSTIN COLLEGE AUSTIN COLLEGE RETIREMENT PLAN | SHERMAN TX | 331 | $65.6M | $2.0M |
| 5 | WESTMINSTER SCHOOLS WESTMINSTER SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 457 | $167.5M | $1.6M |
| 6 | THE CONFERENCE BOARD, INC. TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) | NEW YORK NY | 261 | $63.0M | $1.4M |
| 7 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,071 | $71.6M | $1.2M |
| 8 | AUSTIN COLLEGE AUSTIN COLLEGE TAX-DEFERRED ANNUITY PLAN | SHERMAN TX | 325 | $27.6M | $991K |
| 9 | GOD'S LOVE WE DELIVER SECTION 403(B) PLAN FOR GOD'S LOVE WE DELIVER | NEW YORK NY | 189 | $10.3M | $809K |
| 10 | MIAMI JEWISH HEALTH SYSTEMS, INC. MIAMI JEWISH HEALTH SYSTEMS RETIREMENT PLAN | MIAMI FL | 975 | $30.3M | $449K |
