Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mid-Cap Value Fund Pooled Separate Account in their Schedule of Assets, totaling $765K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN | HENDERSON KY | 0 | $22.7M | $596K |
| 2 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $62K |
| 3 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION |
ASHLAND OR |
| 385 |
| $7.4M |
| $56K |
| 4 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION NORTHWEST COLORADO HEALTH RETIREMENT PLAN | STEAMBOAT SPRINGS CO | 167 | $7.7M | $39K |
| 5 | PARC, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PARC, INC. | ST PETERSBURG FL | 344 | $3.9M | $5K |
| 6 | CATHEDRAL SQUARE CORPORATION 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION | SOUTH BURLINGTON VT | 144 | $12.6M | $2K |
| 7 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $2K |
| 8 | THE ARC OF HUNTERDON COUNTY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF HUNTERDON COUNTY, INC. | HAMPTON NJ | 300 | $6.0M | $2K |
