Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica MFS Mid-Cap Value in their Schedule of Assets, totaling $2.4M 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 | TRUENORTH COMPANIES, L.C. TRUENORTH COMPANIES, L.C. 401K PLAN | CEDAR RAPIDS IA | 331 | $62.5M | $2.3M |
| 2 | TURN COMMUNITY SERVICES TURN COMMUNITY SERVICES 401(K) PLAN | SALT LAKE CITY UT | 270 | $8.5M | $46K |