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 in their Schedule of Assets, totaling $2.0M 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 | OCEANFIRST BANK RETIREMENT PLAN FOR OCEANFIRST BANK | TOMS RIVER NJ | 880 | $109.6M | $1.3M |
| 2 | PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO NC | 481 | $34.1M | $661K |
| 3 | FETTER HEALTH CARE NETWORK, INC. FETTER HEALTH CARE NETWORK, INC. 403(B) TAX-SHELTERED ANNUITY PLAN |
CHARLESTON SC |
| 160 |
| $8.9M |
| $3K |
