Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MFS® VIT III Mid Cap Value Portfolio in their Schedule of Assets, totaling $511K 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 | GIRL SCOUTS OF EASTERN MISSOUR 403(B) THRIFT PLAN OF GIRL SCOUTS OF EASTERN MISSOURI, INC. | SAINT LOUIS MO | 135 | $8.5M | $113K |
| 2 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. | WEST BURLINGTON IA | 200 | $16.1M | $61K |
| 3 | CHRISTIAN SOCIAL SERVICES OF I |
BELLEVILLE IL |
| 567 |
| $10.7M |
| $56K |
| 4 | THE GUIDANCE CENTER THE GUIDANCE CENTER 403(B) RETIREMENT PLAN | LONG BEACH CA | 180 | $12.1M | $42K |
| 5 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $41K |
| 6 | OUR LADY OF THE WAYSIDE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC. | AVON OH | 370 | $5.0M | $39K |
| 7 | BERKSHIRE FARM CENTER 403(B) PLAN 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH | CANAAN NY | 306 | $7.2M | $38K |
| 8 | ALLEGIANT MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN FOR ALLEGIANT MANUFACTURING, LLC | GALLATIN TN | 169 | $8.3M | $34K |
| 9 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $31K |
| 10 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $18K |
