Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MidCap Value Fund " in their Schedule of Assets, totaling $6.3M 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 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $5.3M |
| 2 | DAVID VOLKERT & ASSOCIATES, INC. DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN | MOBILE AL | 1,715 | $105.9M | $774K |
| 3 | SAF-GARD SAFETY SHOE CO., INC. |
GREENSBORO NC |
| 404 |
| $12.7M |
| $231K |
| 4 | INTERACTIVE PROCESS TECHNOLOGY IPT ASSOCIATES RETIREMENT PLAN | BURLINGTON MA | 230 | $11.1M | $9K |
