Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS Mid Cap Value R4 Mutual fund in their Schedule of Assets, totaling $5.0M 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 | TRITON MANAGEMENT SERVICES, LLC TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN | CARLSBAD CA | 593 | $46.5M | $1.4M |
| 2 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $1.2M |
| 3 | HILL WALLACK LLP HILL WALLACK RETIREMENT PLAN |
PRINCETON NJ |
| 166 |
| $23.9M |
| $796K |
| 4 | OPPORTUNITY ALLIANCE OPPORTUNITY ALLIANCE 403(B) PLAN | SOUTH PORTLAND ME | 465 | $17.0M | $373K |
| 5 | QUALITY CHEMICAL LABORATORIES, LLC QUALITY CHEMICAL LABORATORIES, LLC RETIREMENT SAVINGS PLAN | WILMINGTON NC | 241 | $17.0M | $277K |
| 6 | JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN | LA JOLLA CA | 1,375 | $32.6M | $226K |
| 7 | ADVERUM BIOTECHNOLOGIES, INC. ADVERUM BIOTECHNOLOGIES, INC. 401(K) PLAN | REDWOOD CITY CA | 153 | $24.2M | $191K |
| 8 | PANAMERA ACQUISITION HOLDINGS, INC. D/B/A PURPOSEBUILT BRANDS, INC. PURPOSEBUILT BRANDS 401(K) PLAN | GURNEE IL | 484 | $31.8M | $131K |
| 9 | TRI-VALLEY, INC. TRI-VALLEY, INC. PENSION TRUST | DUDLEY MA | 162 | $6.4M | $118K |
| 10 | MJ CARE, INC. MJ CARE, INC. 401(K) PLAN | NEW BERLIN WI | 383 | $8.7M | $103K |
