Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Mid Cap Value Fund, Class R6 N/A in their Schedule of Assets, totaling $809K 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 | UTILITY DATA CONTRACTORS, LLC UDC 401(K) RETIREMENT PLAN | ENGLEWOOD CO | 393 | $22.8M | $408K |
| 2 | THE BRUCE COMPANY OF WISCONSIN, INC. THE BRUCE COMPANY OF WISCONSIN, INC. PROFIT SHARING AND SAVINGS PLAN | MIDDLETON WI | 250 | $21.8M | $139K |
| 3 | WDI, LLC WDI, LLC 401(K) PLAN |
SUN PRAIRIE WI |
| 236 |
| $30.8M |
| $120K |
| 4 | NAVIANT, LLC. NAVIANT, INC. 401(K) PLAN | VERONA WI | 130 | $21.7M | $80K |
| 5 | ST. JOHN'S COUNTRY DAY SCHOOL ST. JOHN'S COUNTRY DAY SCHOOL 403(B) PLAN | ORANGE PARK FL | 44 | $11.4M | $42K |
| 6 | TOM'S FOOD MARKETS, INC. TOM'S FOOD MARKETS, INC. 401(K) PROFIT SHARING PLAN | TRAVERSE CITY MI | 150 | $5.1M | $21K |
