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 R3 Fund Mutual fund in their Schedule of Assets, totaling $320K 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 | FORWARD SERVICE CORPORATION FORWARD SERVICE CORPORATION 401(K) PLAN | MADISON WI | 334 | $22.1M | $167K |
| 2 | BOSS HOLDINGS, INC. BOSS HOLDINGS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | KEWANEE IL | 167 | $4.7M | $153K |
