Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MFS Mid Cap Value R3 Mutual fund - in their Schedule of Assets, totaling $27.9M 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 | PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY WI | 2,068 | $491.7M | $16.4M |
| 2 | STEWART TITLE GUARANTY COMPANY STEWART 401(K) SAVINGS PLAN | HOUSTON TX | 5,500 | $647.7M | $4.8M |
| 3 | IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEES |
FORT WAYNE IN |
| 861 |
| $99.0M |
| $1.8M |
| 4 | RAPID7 LLC RAPID7 LLC 401(K) PLAN | BOSTON MA | 1,250 | $158.5M | $744K |
| 5 | EUROPA EYEWEAR CORPORATION EUROPA EYEWEAR CORPORATION RETIREMENT SAVINGS PLAN | VERNON HILLS IL | 164 | $17.9M | $556K |
| 6 | CROSSLINK LIFE SCIENCES, LLC CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN | NORCROSS GA | 475 | $26.7M | $391K |
| 7 | MYSTIC, INC. HERMAN KAY COMPANY, INCORPORATED EMPLOYEE 401K SAVINGS PLAN | NEW YORK NY | 118 | $22.1M | $389K |
| 8 | COMMUNITY HEALTH PROFESSIONALS COMMUNITY HEALTH PROFESSIONALS 403(B) PLAN | VAN WERT OH | 162 | $4.9M | $380K |
| 9 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $375K |
| 10 | UNITED PRAIRIE BANK UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN | MANKATO MN | 124 | $15.3M | $367K |
