Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Mid Cap Value Fund Class R3 in their Schedule of Assets, totaling $4.5M 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 | LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY MO | 488 | $349.2M | $2.1M |
| 2 | LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY MO | 193 | $104.6M | $870K |
| 3 | REV FEDERAL CREDIT UNION REV FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | SUMMERVILLE SC | 253 | $19.8M | $765K |
| 4 | BAKERRIPLEY BAKERRIPLEY 403(B) PLAN | HOUSTON TX | 1,334 | $43.9M | $223K |
| 5 | VCNA PRAIRIE LLC VCNA PRAIRIE, INC. SAVINGS PLAN FOR UNION EMPLOYEES | BRIDGEVIEW IL | 693 | $11.4M | $201K |
| 6 | LAUGHLIN / CONSTABLE, INC. LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 90 | $26.3M | $157K |
| 7 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $102K |
| 8 | ESPERANZA HEALTH CENTERS ESPERANZA HEALTH CENTERS 401(K) PLAN | CHICAGO IL | 391 | $16.4M | $37K |
