Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mid Cap Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $219K 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 | OZARKS AREA COMMUNITY ACTION CORPORATION OACAC MATCHING PLAN | SPRINGFIELD MO | 449 | $8.3M | $128K |
| 2 | WINSLOW MEMORIAL HOSPITAL LITTLE COLORADO MEDICAL CENTER PENSION PLAN | WINSLOW AZ | 275 | $18.3M | $77K |
| 3 | FRIENDS OF CHILDREN OF MISSISSIPPI, INC. FRIENDS OF CHILDREN OF MISSISSIPPI, INC. 401K PROFIT SHARING PLAN |
FLOWOOD MS |
| 508 |
| $12.1M |
| $15K |