Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding MFS VIT III Mid Cap Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $1.1M |
| 2 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $655K |
| 3 | BALDOR SPECIALTY FOODS, INC. |
BRONX NY |
| 3,399 |
| $67.6M |
| $403K |
| 4 | CURATIVE CARE NETWORK, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CURATIVE CARE NETWORK, INC. | MILWAUKEE WI | 365 | $12.2M | $276K |
| 5 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $212K |
| 6 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $161K |
| 7 | UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS TAX DEFERRED ANNUITY PLAN OF UNITED CEREBRAL PALSY OF QUEENS DBA QUEENS CENTERS FOR PROGRESS | JAMAICA NY | 165 | $22.0M | $115K |
| 8 | COBB B. LLC EMPLOYEE BENEFIT PLAN OF COBB B. LLC | NEW YORK NY | 265 | $10.5M | $66K |
| 9 | DOWNEAST COMMUNITY PARTNERS 403(B) THRIFT PLAN FOR EMPLOYEES OF DOWNEAST COMMUNITY PARTNERS | ELLSWORTH ME | 145 | $2.6M | $65K |
| 10 | ECONOMIC IMPROVEMENT COUNCIL, 403(B) THRIFT PLAN FOR EMPLOYEES OF ECONOMIC IMPROVEMENT COUNCIL, INC. | EDENTON NC | 295 | $2.9M | $63K |
