Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Mid Cap Value Fee Class R1 " in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RACK ROOM SHOES, INC. THE DEICHMANN U.S. RETIREMENT BENEFIT PROGRAM | CHARLOTTE NC | 2,855 | $80.7M | $330K |
| 2 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA WA | 804 | $85.7M | $326K |
| 3 | MAIL SERVICES, LLC |
URBANDALE IA |
| 213 |
| $8.2M |
| $326K |
| 4 | YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. YOKOHAMA OFF HIGHWAY TIRES AMERICA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 142 | $16.6M | $182K |
| 5 | INTERNATIONAL SERVICES, INC. INTERNATIONAL SERVICES, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 623 | $32.2M | $116K |
| 6 | SPS NEW ENGLAND, INC. SPS NEW ENGLAND, INC. PROFIT SHARING/RETIREMENT PLAN | SALISBURY MA | 272 | $42.2M | $92K |
| 7 | SUPERIOR NATIONAL BANK SUPERIOR NATIONAL BANK 401(K) & PROFIT SHARING PLAN | HANCOCK MI | 158 | $27.9M | $44K |
| 8 | CAPITAL HEALTH SERVICES, INC. CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST | MIAMISBURG OH | 538 | $8.8M | $36K |
| 9 | FAMILY CARE CENTER, PLLC FAMILY CARE CENTER, PLLC RETIREMENT PLAN | LONE TREE CO | 763 | $10.4M | $22K |
| 10 | HEARTLAND COMMUNITIES, LLC HAVENPARK 401(K) RETIREMENT PLAN | OREM UT | 251 | $5.4M | $11K |
