Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Mfs Mid Cap Value Class R6 Mutual Fund in their Schedule of Assets, totaling $84.9M 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 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $50.4M |
| 2 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON IL | 13,658 | $1.2B | $13.2M |
| 3 | HOSPITAL FOR SPECIAL CARE HOSPITAL FOR SPECIAL CARE 403(B) RETIREMENT PLAN |
NEW BRITAIN CT |
| 1,261 |
| $118.3M |
| $3.8M |
| 4 | WCM INDUSTRIES, INC. WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | COLORADO SPRINGS CO | 191 | $107.7M | $3.7M |
| 5 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $3.5M |
| 6 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN | WINDSOR CT | 303 | $126.4M | $2.1M |
| 7 | REDVECTOR.COM, LLC VECTOR SOLUTIONS 401(K) PLAN | TAMPA FL | 639 | $46.3M | $1.5M |
| 8 | OAKWOOD SCHOOL OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 220 | $63.2M | $1.3M |
| 9 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $1.2M |
| 10 | SAINT ANDREW'S SCHOOL OF BOCA RATON, INC SAINT ANDREW'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 282 | $62.8M | $936K |
