Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mid-Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $32.0M 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 | SPIRENT COMMUNICATIONS, INC. THE SPIRENT COMMUNICATIONS 401(K) PLAN | FREDERICK MD | 799 | $449.7M | $9.6M |
| 2 | COCA-COLA BOTTLING COMPANY UNITED, INC. COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN | BIRMINGHAM AL | 9,930 | $609.6M | $8.2M |
| 3 | LOEWS HOTELS HOLDING CORPORATION |
NEW YORK NY |
| 10,871 |
| $288.0M |
| $6.5M |
| 4 | LOEWS CORPORATION LOEWS CORPORATION EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 121 | $167.7M | $5.0M |
| 5 | PSC GROUP LLC PSC GROUP 401(K) PLAN | BATON ROUGE LA | 4,863 | $219.6M | $1.0M |
| 6 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $713K |
| 7 | BUILDING & EARTH SCIENCES, INC. BUILDING & EARTH SCIENCES, INC. 401(K) PLAN | IRONDALE AL | 257 | $15.0M | $474K |
| 8 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $269K |
| 9 | ADTRAV CORPORATION ADTRAV CORPORATION 401(K) RETIREMENT PLAN | HOOVER AL | 268 | $8.9M | $201K |
| 10 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $24K |
