Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Mfs Mid Cap Value Class R4 Mutual fund in their Schedule of Assets, totaling $9.5M 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 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $2.4M |
| 2 | GORDON COLLEGE GORDON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WENHAM MA | 344 | $108.2M | $2.3M |
| 3 | CAST & CREW LLC CAST & CREW 401(K) PLAN |
BURBANK CA |
| 924 |
| $87.6M |
| $1.5M |
| 4 | PLURALSIGHT, LLC PLURALSIGHT 401(K) PLAN | DRAPER UT | 1,114 | $168.8M | $813K |
| 5 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $615K |
| 6 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $518K |
| 7 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $444K |
| 8 | TRANSCORE, LP TRANSCORE 401(K) RETIREMENT PLAN | NASHVILLE TN | 2,067 | $230.2M | $299K |
| 9 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $282K |
| 10 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $244K |
