Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS Mid Cap Value Fund N/R in their Schedule of Assets, totaling $31.0M 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 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $29.9M |
| 2 | PALMEN MOTORS, INC. PALMEN MOTORS, INC. PROFIT SHARING 401(K) PLAN & TRUST | KENOSHA WI | 164 | $24.0M | $352K |
| 3 | WOODLANDS BANK WOODLANDS BANK RETIREMENT AND INVESTMENT PLAN |
WILLIAMSPORT PA |
| 107 |
| $11.9M |
| $319K |
| 4 | NASCO EDUCATION LLC NASCO 401(K) PLAN | FORT ATKINSON WI | 312 | $20.8M | $280K |
| 5 | VENBROOK GROUP, LLC VENBROOK GROUP 401(K) PLAN | WOODLAND HILLS CA | 361 | $36.5M | $219K |
