Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Mid Cap Value Class R6 Registered investment co. in their Schedule of Assets, totaling $3.3M 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 | SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION SJSU RESEARCH FOUNDATION RETIREMENT PLAN | SAN JOSE CA | 229 | $124.5M | $1.6M |
| 2 | BOSTON CHILDRENS HEART FOUNDATION, INC. BOSTON CHILDREN'S HEART FOUNDATION RETIREMENT PLAN | BOSTON MA | 95 | $66.8M | $1.3M |
| 3 | CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION |
LONG BEACH CA |
| 130 |
| $30.6M |
| $307K |
