Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Mfs Mid Cap Value R3 Pooled Separate Account in their Schedule of Assets, totaling $630K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARUSO, INC. CARUSO, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 395 | $7.4M | $390K |
| 2 | RANCHO PACIFIC ELECTRIC CONSTRUCTION, INC. RANCHO PACIFIC ELECTRIC, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 119 | $22.8M | $101K |
| 3 | JAM CITY JAM CITY 401(K) PLAN |
CULVER CITY CA |
| 291 |
| $30.0M |
| $69K |
| 4 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 342 | $13.7M | $38K |
| 5 | PACA, INC. PACA, INC. 401(K) PLAN | CHASKA MN | 341 | $16.7M | $33K |