Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MID CAP VALUE FD CL R6 Mutual funds in their Schedule of Assets, totaling $837K 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 | COMMUNITY FOOD COOPERATIVE COMMUNITY FOOD COOPERATIVE 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM WA | 171 | $11.3M | $481K |
| 2 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $259K |
| 3 | GOODWIN MANAGEMENT, INC. |
AUSTIN TX |
| 501 |
| $5.0M |
| $57K |
| 4 | ITSC SECURE SOLUTIONS, LLC ITSC SECURE SOLUTIONS, LLC 401(K) PLAN | OWENS CROSS ROADS AL | 106 | $3.5M | $39K |
