Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Mfs Mid Cap Value R3 Mutual funds in their Schedule of Assets, totaling $1.6M 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 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE CA | 1,267 | $173.3M | $680K |
| 2 | BAMBOO ROSE, LLC BAMBOO ROSE, LLC 401(K) PLAN | GLOUCESTER MA | 86 | $15.9M | $552K |
| 3 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE WI |
| 1,804 |
| $8.8M |
| $136K |
| 4 | KLAMATH CHILD AND FAMILY TREATMENT CENTER INC KLAMATH CHILD AND FAMILY TREATMENT CENTER RETIREMENT PLAN | KLAMATH FALLS OR | 241 | $6.5M | $101K |
| 5 | REPLIMUNE INC REPLIMUNE INC 401(K) PLAN | WOBURN MA | 322 | $23.6M | $79K |
| 6 | SCHENCK USA CORP. SCHENCK USA SAVINGS AND INVESTMENT PLAN | DEER PARK NY | 153 | $39.0M | $22K |
