Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Mid Cap Value R3 Mutual fund N/A in their Schedule of Assets, totaling $2.1M 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 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $1.7M |
| 2 | AMERICAN ALARM & COMMUNICATIONS, INC. AMERICAN ALARM & COMMUNICATIONS, INC. 401(K) | ARLINGTON MA | 358 | $29.7M | $147K |
| 3 | SPUDNIK EQUIPMENT COMPANY LLC |
BLACKFOOT ID |
| 511 |
| $21.5M |
| $117K |
| 4 | EDGEWOOD COMPANIES EDGEWOOD COMPANIES 401(K) PLAN | STATELINE NV | 443 | $11.7M | $78K |
