Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Mid Cap Value Fund Cl CT in their Schedule of Assets, totaling $8.8M 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 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $3.6M |
| 2 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN | BELMONT NC | 2,902 | $240.3M | $3.0M |
| 3 | SHURTAPE TECHNOLOGIES LLC THE SHURTAPE TECHNOLOGIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
HICKORY NC |
| 1,406 |
| $140.9M |
| $1.3M |
| 4 | LENOIR MEMORIAL HOSPITAL, INC. LENOIR MEMORIAL HOSPITAL, INC. SAVINGS & PROTECTION PLAN | KINSTON NC | 825 | $70.2M | $854K |
| 5 | LONG LEWIS FORD OF THE SHOALS, INC. O & A INC. AND AFFILIATES 401(K) PLAN | FLORENCE AL | 856 | $12.2M | $30K |
