Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Mid Value Fund Pooled separate account in their Schedule of Assets, totaling $2.6M 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 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $769K |
| 2 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $381K |
| 3 | CITIZENS BANK |
ELIZABETHTON TN |
| 240 |
| $24.1M |
| $129K |
| 4 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $127K |
| 5 | FGM ARCHITECTS INC. FGM RETIREMENT PLAN | WESTCHESTER IL | 221 | $28.6M | $107K |
| 6 | UNITED BANCORPORATION OF ALABAMA, INC. UNITED BANCORPORATION OF ALABAMA, INC. EMPLOYEE SAVINGS PLAN | ATMORE AL | 209 | $22.6M | $88K |
| 7 | RADIOLOGY ASSOCIATES, P.C. RADIOLOGY ASSOCIATES, P.C. EMPLOYEE SAVINGS PLAN | SPRINGFIELD OR | 67 | $40.5M | $82K |
| 8 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $75K |
| 9 | EASTSIDE CATHOLIC SCHOOL EASTSIDE CATHOLIC SCHOOL 401K PLAN | SAMMAMISH WA | 134 | $13.9M | $74K |
| 10 | LANZ CABINET SHOP, INC. LANZ CABINETS RETIREMENT PLAN | EUGENE OR | 243 | $10.6M | $74K |
