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 R2 Fund Mutual Fund in their Schedule of Assets, totaling $150K 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 | SIMANTEL GROUP LTD SIMANTEL GROUP LTD 401K PROFIT SHARING PLAN & TRUS | PEORIA IL | 125 | $9.0M | $110K |
| 2 | HOLIDAY BUILDERS, INC. HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST | MELBOURNE FL | 198 | $5.4M | $40K |
