Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mid Cap Value R3 Pooled Separate Accounts in their Schedule of Assets, totaling $446K 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 | SME STEEL CONTRACTORS, INC. SME 401(K) EMPLOYEE SAVINGS PLAN | WEST JORDAN UT | 956 | $17.5M | $235K |
| 2 | TEAM PUBLIC CHOICES, LLC TEAM PUBLIC CHOICES 401(K) PLAN | SAN DIEGO CA | 86,005 | $37.0M | $211K |