Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mid Cap Value Mutual Fund (1) in their Schedule of Assets, totaling $873K 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 | BRATTLEBORO RETREAT TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT | BRATTLEBORO VT | 532 | $43.0M | $857K |
| 2 | MOODY DUNBAR, INC. MOODY DUNBAR, INC. PROFIT SHARING PLAN | JOHNSON CITY TN | 87 | $13.6M | $15K |
