Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Mid Cap Value Fund n/a in their Schedule of Assets, totaling $476K 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 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $221K |
| 2 | WILDERNESS HOTEL & RESORT, INC. WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN | WISCONSIN DELLS WI | 937 | $21.2M | $146K |
| 3 | TRUSTED DOCTORS LLC TRUSTED DOCTORS LLC 401K PLAN |
FAIRFAX VA |
| 911 |
| $62.5M |
| $109K |
