Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Mid Value Fund in their Schedule of Assets, totaling $37.1M 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 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $23.1M |
| 2 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $10.2M |
| 3 |
LAKEWOOD CO |
| 140 |
| $43.7M |
| $1.5M |
| 4 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $856K |
| 5 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN | PHOENIX AZ | 174 | $15.4M | $572K |
| 6 | LITTLE RIVER BAND OF OTTAWA INDIANS LITTLE RIVER BAND OF OTTAWA INDIANS 401K PROFIT SHARING PLAN & TRUST | MANISTEE MI | 190 | $8.8M | $224K |
| 7 | HIGH GRADE MATERIALS COMPANY HIGH GRADE 401K RETIREMENT PLAN | GREENVILLE MI | 358 | $14.9M | $141K |
| 8 | ADVANCED PROCESS TECHNOLOGIES, INC. ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | COKATO MN | 138 | $18.2M | $124K |
| 9 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $78K |
| 10 | ARNOLD COMPANIES, INC. ARNOLD COMPANIES, INC. 401(K) PROFIT SHARING PLAN | KIMBALL MN | 262 | $28.7M | $76K |
