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 R4 in their Schedule of Assets, totaling $6.4M 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 | OIL STATES INTERNATIONAL, INC. OIL STATES INTERNATIONAL, INC. RETIREMENT PLAN | HOUSTON TX | 1,613 | $252.8M | $3.3M |
| 2 | SCHWABE NORTH AMERICA NATURE'S WAY 401(K) PLAN | GREEN BAY WI | 676 | $108.8M | $1.7M |
| 3 | INTRA CORPORATION INTRA CORPORATION 401(K) SAVINGS PLAN |
WESTLAND MI |
| 179 |
| $18.6M |
| $512K |
| 4 | QUIDEL CORPORATION QUIDEL SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 1,680 | $125.9M | $469K |
| 5 | UNIVERSITY OF WISCONSIN FOUNDATION UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN | MADISON WI | 400 | $72.7M | $179K |
| 6 | GROUP SERVICES, LLC GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | FORT WORTH TX | 79 | $37.1M | $165K |
| 7 | CAMELOT VENTURE GROUP LLC CAMELOT VENTURE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NOVI MI | 179 | $9.0M | $35K |
| 8 | TWO HARBORS INVESTMENT CORP. TWO HARBORS INVESTMENT CORP. 401(K) PLAN | ST. LOUIS PARK MN | 510 | $23.9M | $30K |
