Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS Mid Cap Value Fund Class R3 Mutual fund - in their Schedule of Assets, totaling $3.0M 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 | EXCELITAS TECHNOLOGIES EXCELITAS TECHNOLOGIES SAVINGS PLAN | BILLERICA MA | 1,037 | $173.7M | $1.1M |
| 2 | PIKEVILLE MEDICAL CENTER, INC. RETIREMENT PLAN FOR EMPLOYEES OF PIKEVILLE MEDICAL CENTER, INC. | PIKEVILLE KY | 3,432 | $173.7M | $826K |
| 3 | TEAM INDUSTRIES HOLDING CORPORATION |
BAGLEY MN |
| 951 |
| $102.3M |
| $540K |
| 4 | BUTCH'S RATHOLE & ANCHOR SERVICE, INC. BUTCH'S RATHOLE & ANCHOR SERVICE, INC. 401(K) PLAN | LUBBOCK TX | 764 | $17.0M | $210K |
| 5 | CENTRAL COAST HOME HEALTH, INC. CENTRAL COAST HOME HEALTH RETIREMENT PLAN | SAN LUIS OBISPO CA | 409 | $21.5M | $177K |
| 6 | ENERGY EXPERTS INTERNATIONAL ENERGY EXPERTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | REDWOOD CITY CA | 122 | $10.5M | $69K |
| 7 | RECREATION CENTERS OF SUN CITY, INC. RECREATION CENTERS OF SUN CITY EMPLOYEES 401(K) PLAN | SUN CITY AZ | 498 | $3.0M | $53K |
| 8 | FAIR-RITE PRODUCTS CORP. FAIR-RITE PRODUCTS CORP. 401(K) PLAN | WALLKILL NY | 116 | $13.5M | $52K |
