Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding MFS MFS Mid-Cap Value Fund in their Schedule of Assets, totaling $48.4M 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 | COLONIAL GROUP, INC. COLONIAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAVANNAH GA | 2,261 | $194.6M | $10.3M |
| 2 | ARROW INTERNATIONAL, INC. ARROW INTERNATIONAL, INC. PROFIT SHARING PLAN - 1 | CLEVELAND OH | 1,064 | $106.6M | $5.2M |
| 3 | GEMOLOGICAL INSTITUTE OF AMERICA, INC |
CARLSBAD CA |
| 973 |
| $303.9M |
| $5.1M |
| 4 | HEARTLAND EXPRESS, INC. OF IOWA HEARTLAND EXPRESS, INC. OF IOWA 401(K) PLAN | NORTH LIBERTY IA | 2,173 | $102.6M | $4.4M |
| 5 | THINK MUTUAL BANK THINK 401(K) PLAN | ROCHESTER MN | 277 | $64.8M | $2.6M |
| 6 | SARTORI COMPANY SARTORI COMPANY RETIREMENT SAVINGS PLAN | PLYMOUTH WI | 661 | $40.7M | $2.1M |
| 7 | MILKEN INSTITUTE MILKEN INSTITUTE 403(B) PLAN | SANTA MONICA CA | 278 | $32.0M | $1.6M |
| 8 | WAGNER EQUIPMENT CO. WAGNER EQUIPMENT CO. RETIREMENT SAVINGS PLAN | AURORA CO | 1,733 | $279.4M | $1.5M |
| 9 | BENESYS, INC. BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | TROY MI | 727 | $70.1M | $1.5M |
| 10 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 97 | $74.4M | $1.2M |
