Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Mfs Mid Cap Value Mutual Fund n/a in their Schedule of Assets, totaling $7.2M 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 | D.A. DAVIDSON COMPANIES D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GREAT FALLS MT | 1,609 | $543.1M | $4.1M |
| 2 | WASHBURN-MCREAVY FUNERAL CHAPELS, INC. WASHBURN-MCREAVY FUNERAL CHAPELS, INC. PROFIT SHARING /401(K) PLAN | NEW BRIGHTON MN | 128 | $23.5M | $1.5M |
| 3 | INDUSTRIAL BUILDERS, INC. |
FARGO ND |
| 156 |
| $30.6M |
| $1.3M |
| 4 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 7,065 | $341.4M | $261K |
| 5 | STONERIDGE COMPANIES, LLC STONERIDGE COMPANIES, LLC 401(K) PLAN | FARGO ND | 270 | $32.9M | $112K |
| 6 | VOYAGER INDUSTRIES, INC. VOYAGER INDUSTRIES EMPLOYEE 401(K) PLAN | BRANDON MN | 88 | $3.3M | $12K |
| 7 | PREMIUM CONSULTING LLC NEXT LEVEL SOLUTIONS SAVINGS PLAN EMPLOYEES RETIREMENT PLAN | SPRINGFIELD MO | 237 | $9.3M | $5K |
