Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Mid Cap Value R3 Fund " in their Schedule of Assets, totaling $18.9M 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 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $4.3M |
| 2 | MARTIGNETTI COMPANIES, LLC MARTIGNETTI COMPANIES, LLC 401(K) PLAN | TAUNTON MA | 1,163 | $240.5M | $4.2M |
| 3 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN |
SHELBYVILLE TN |
| 200 |
| $41.7M |
| $3.6M |
| 4 | RIDGEVIEW INDUSTRIES, INC. THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 550 | $47.7M | $2.3M |
| 5 | WORTHEN INDUSTRIES, INC. WORTHEN INDUSTRIES, INC. PROFIT SHARING AND SAVINGS PLAN | NASHUA NH | 295 | $36.4M | $1.7M |
| 6 | JSP INTERNATIONAL GROUP, LTD. JSP INTERNATIONAL GROUP, LTD. AND AFFILIATES 401(K) SALARY SAVINGS PLAN | WAYNE PA | 624 | $77.2M | $1.4M |
| 7 | GEA FARM TECHNOLOGIES, INC. BABSON BROS. CO. PENSION PLAN | ROMEOVILLE IL | 34 | $21.7M | $427K |
| 8 | BANK OF LUXEMBURG BANK OF LUXEMBURG EMPLOYEES' RETIREMENT SAVINGS PLAN | LUXEMBURG WI | 101 | $14.1M | $424K |
| 9 | GEA NORTH AMERICA, INC. MG RETIREMENT PLAN | COLUMBIA MD | 0 | $11.5M | $267K |
| 10 | GEN MEDIA PARTNERS LLC GEN MEDIA PARTNERS LLC 401K PLAN | WEST PALM BEACH FL | 106 | $13.0M | $143K |
