Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS Mid-Cap Value R6 (a) in their Schedule of Assets, totaling $5.2M 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 | UNITED STATES TENNIS ASSOCIATION UNITED STATES TENNIS ASSOCIATION RETIREMENT PLAN | PURCHASE NY | 622 | $123.1M | $3.6M |
| 2 | PEARCE, BEVILL, LEESBURG, MOORE, PC PEARCE,BEVILL,LEESBURG,MOORE, P.C. PROFIT SHARING PLAN | BIRMINGHAM AL | 117 | $41.7M | $1.3M |
| 3 | GULF DISTRIBUTING CO., INC. |
MOBILE AL |
| 1,391 |
| $23.3M |
| $311K |
