Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mid Cap Value Class in their Schedule of Assets, totaling $563K 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 | TALON GROUP, LLC TALON RETIREMENT PLAN | GROSSE POINTE MI | 138 | $15.0M | $461K |
| 2 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 357 | $42.7M | $103K |
