Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Mid-Cap Value Fund R3 in their Schedule of Assets, totaling $17.6M 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 | BOARD OF TRUSTEES OF THE PLUMBERS 75 401K PLAN PLUMBERS 75 401K PROFIT SHARING PLAN | MILWAUKEE WI | 1,479 | $66.2M | $6.8M |
| 2 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 1,285 | $254.4M | $4.0M |
| 3 | THE CONTAINER STORE INC. |
COPPELL TX |
| 3,776 |
| $144.2M |
| $3.4M |
| 4 | STERLING PRODUCTS, INC. STERLING PRODUCTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEW BERLIN WI | 274 | $40.7M | $1.2M |
| 5 | TURBOCOATING CORP. LINCOTEK US 401(K) PLAN | HICKORY NC | 852 | $36.8M | $1.2M |
| 6 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES, INC. 401(K) PLAN | ROCKY HILL CT | 247 | $18.8M | $578K |
| 7 | JOHNSON SERVICE GROUP, INC. JOHNSON SERVICE GROUP, INC. RETIREMENT SAVINGS PLAN - CONTRACT EMPLOYEES | WESTMONT IL | 2,096 | $17.7M | $226K |
| 8 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $166K |
| 9 | CHEM GRO OF HOUGHTON, INC. CHEM GRO 401(K) PLAN | HOUGHTON IA | 190 | $14.5M | $115K |
| 10 | PREMIER BANKS RETIREMENT FUND PREMIER BANKS RETIREMENT PLAN | MAPLEWOOD MN | 187 | $32.0M | $45K |
