Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding MFS Mid-Cap Value Mutual fund in their Schedule of Assets, totaling $28.6M 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 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $4.9M |
| 2 | NATIONAL BEEF PACKING COMPANY, LLC NATIONAL BEEF 401(K) PLAN | KANSAS CITY MO | 4,623 | $130.8M | $2.8M |
| 3 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN |
BIDDEFORD ME |
| 1,230 |
| $248.8M |
| $1.9M |
| 4 | MG2 CORPORATION MG2 CORPORATION PROFIT SHARING RETIREMENT PLAN | SEATTLE WA | 388 | $50.3M | $1.8M |
| 5 | FS BRANDS, INC. FS BRANDS 401(K) PLAN | PLYMOUTH MA | 2,428 | $127.5M | $1.7M |
| 6 | VALLEY SENIOR LIVING VALLEY SENIOR LIVING RETIREMENT PLAN | GRAND FORKS ND | 491 | $34.5M | $1.5M |
| 7 | COLUMBIA INTERNATIONAL UNIVERSITY COLUMBIA INTERNATIONAL UNIVERSITY 401(K) PLAN | COLUMBIA SC | 434 | $30.4M | $1.5M |
| 8 | FIRST NATIONAL BANK FIRST NATIONAL BANK SAVINGS AND INVESTMENT PLAN | DAMARISCOTTA ME | 284 | $46.5M | $1.2M |
| 9 | FS INVESTMENTS FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST | PHILADELPHIA PA | 567 | $81.9M | $1.1M |
| 10 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $899K |
