Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Mfs Midcap Value Cl R4 Mutual Fund in their Schedule of Assets, totaling $3.2M 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 | PERRY ELLIS SHARED SERVICES LLC PERRY ELLIS SHARED SERVICES LLC 401(K) PLAN | MIAMI FL | 1,365 | $98.0M | $2.9M |
| 2 | SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY UT | 439 | $37.2M | $307K |
