Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Mid Cap Val R3 in their Schedule of Assets, totaling $4.9M 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 | ROCHE BROS. MIDCO, LLC F/K/A ROCHE BROS. SUPERMARKETS, CO. ROCHE BROS. 401(K) AND PROFIT SHARING PLAN | MANSFIELD MA | 2,604 | $206.9M | $2.7M |
| 2 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $678K |
| 3 | R.C. HEDREEN COMPANY |
SEATTLE WA |
| 1,015 |
| $47.4M |
| $342K |
| 4 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $337K |
| 5 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $332K |
| 6 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $215K |
| 7 | TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING TX | 67 | $5.7M | $118K |
| 8 | BLACK ANGUS STEAKHOUSES, LLC BLACK ANGUS STEAKHOUSES, LLC SAVINGS AND INVESTMENT PLAN | BURBANK CA | 2,463 | $15.7M | $63K |
| 9 | TOTAL PLASTIC SOLUTIONS, LLC TOTAL PLASTIC SOLUTIONS, LLC RETIREMENT PLAN | LYNCHBURG VA | 193 | $7.6M | $43K |
| 10 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $37K |
