Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding MFS Mid-Cap Value R3 in their Schedule of Assets, totaling $95.4M 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 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $35.0M |
| 2 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN | ATLANTA GA | 35,518 | $2.8B | $18.9M |
| 3 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN |
KANSAS CITY MO |
| 1,509 |
| $301.8M |
| $14.3M |
| 4 | THE EMORY CLINIC, INC. THE EMORY CLINIC, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,350 | $1.0B | $7.6M |
| 5 | CGG SERVICES (U.S.) INC. CGG 401(K) RETIREMENT PLAN | HOUSTON TX | 839 | $360.8M | $5.1M |
| 6 | CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN | HAMDEN CT | 648 | $115.2M | $2.8M |
| 7 | ALHAMBRA HOSPITAL MEDICAL CENTER LP AHMC 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 568 | $68.3M | $1.8M |
| 8 | LYNN UNIVERSITY, INC. LYNN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 544 | $88.4M | $1.5M |
| 9 | AMERICAS COLLECTIBLES NETWORK, INC. JEWELRY TELEVISION ASSET ACCUMULATION 401(K) PLAN | KNOXVILLE TN | 731 | $42.9M | $1.4M |
| 10 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $1.3M |
