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 Collective trust fund NR in their Schedule of Assets, totaling $2.8M 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 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN | ARLINGTON VA | 2,569 | $55.1M | $812K |
| 2 | NATIONAL AUTOMOBILE DEALERS ASSN NATIONAL AUTOMOBILE DEALERS ASSN 401(K) PLAN | TYSONS VA | 171 | $90.9M | $664K |
| 3 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN |
ARLINGTON VA |
| 3,654 |
| $76.7M |
| $644K |
| 4 | AUTOFOCUS, INC. AUTOFOCUS, INC. 401(K) PLAN | LAKE HAVASU CITY AZ | 257 | $27.7M | $485K |
| 5 | GILLMAN SERVICES, INC. GILLMAN SERVICES, INC. 401(K) PLAN | HOUSTON TX | 921 | $30.4M | $168K |
