Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Mid-Cap Value Fund in their Schedule of Assets, totaling $30.4M 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 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $9.3M |
| 2 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $4.4M |
| 3 | KINGSTON TECHNOLOGY COMPANY, INC. KINGSTON RETIREMENT SAVINGS PLAN |
FOUNTAIN VALLEY CA |
| 582 |
| $437.6M |
| $3.9M |
| 4 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $2.4M |
| 5 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH NORTHSTAR AEROSPACE (USA) VOLUNTARY SAVINGS PLAN | BEDFORD PARK IL | 299 | $52.8M | $1.7M |
| 6 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $1.2M |
| 7 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $1.2M |
| 8 | COGENCY GLOBAL, INC. COGENCY GLOBAL, INC. 401(K) PLAN | NEW YORK NY | 400 | $48.2M | $959K |
| 9 | BUTLER MACHINERY COMPANY BUTLER MACHINERY COMPANY RETIREMENT PLAN | FARGO ND | 954 | $231.4M | $952K |
| 10 | PACOLET MILLIKEN, LLC PACOLET MILLIKEN, LLC RETIREMENT PLAN | GREENVILLE SC | 201 | $32.6M | $852K |
