Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Mid-Cap Value Class R4 in their Schedule of Assets, totaling $2.8M 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 | LASALLE BRISTOL, L.P. LASALLE BRISTOL, LP 401(K) PLAN | ELKHART IN | 375 | $24.1M | $797K |
| 2 | SAINT PETER'S UNIVERSITY 401K RETIREMENT PLAN FOR SAINT PETER'S UNIVERSITY AND SAINT PETER'S PREPARATORY SCHOOL | JERSEY CITY NJ | 506 | $67.8M | $550K |
| 3 | AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES |
WASHINGTON DC |
| 50 |
| $25.9M |
| $441K |
| 4 | MEDAILLE UNIVERSITY MEDAILLE COLLEGE 403(B) PLAN | BUFFALO NY | 259 | $31.6M | $288K |
| 5 | MORAVIAN ACADEMY MORAVIAN ACADEMY 403(B) DC PLAN | BETHLEHEM PA | 223 | $46.3M | $276K |
| 6 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $217K |
| 7 | ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DEERFIELD MA | 172 | $44.0M | $132K |
| 8 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $129K |
