Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Mid-Cap Value Fund R4 in their Schedule of Assets, totaling $628K 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 | WHEELING UNIVERSITY WHEELING JESUIT UNIVERSITY DEFINED CONTRIBUTION PLAN | WHEELING WV | 140 | $43.4M | $257K |
| 2 | DAVIS & ELKINS COLLEGE DAVIS & ELKINS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELKINS WV | 174 | $25.0M | $213K |
| 3 | ENSITE USA,INC ENSITE USA, INC. 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 226 |
| $13.6M |
| $93K |
| 4 | LEADINGAGILE, L.L.C. LEADINGAGILE, L.L.C. 401(K) PLAN | DULUTH GA | 85 | $6.5M | $65K |
