Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS Mid Cap Value Fund Mutual funds in their Schedule of Assets, totaling $107.1M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $53.6M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $51.8M |
| 3 | VM CONSOLIDATED, INC. |
MESA AZ |
| 1,187 |
| $96.0M |
| $382K |
| 4 | SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN | BALTIMORE MD | 377 | $12.2M | $330K |
| 5 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $215K |
| 6 | COORDINATED CARE SERVICES, INC CCSI 403(B) RETIREMENT PLAN | ROCHESTER NY | 459 | $30.3M | $165K |
| 7 | PROCTOR ACADEMY PROCTOR ACADEMY 401(K) SAVINGS PLAN | ANDOVER NH | 266 | $22.3M | $157K |
| 8 | CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN | EUGENE OR | 77 | $15.5M | $149K |
| 9 | ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH MULTIPLE EMPLOYER RETIREMENT PLAN | OCEANSIDE CA | 5,135 | $21.7M | $148K |
| 10 | HOMESMART SERVICES, LLC HOMESMART SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 161 | $5.4M | $78K |
