Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding (CL) MFS New Discovery Value R6 MFS 0 in their Schedule of Assets, totaling $135K 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 | CURANT INC CURANT INC 401(K) PLAN | SAINT PETERBURG FL | 183 | $17.1M | $129K |
| 2 | CAPP, INC CAPP, INC. PROFIT SHARING 401(K) PLAN | CLIFTON HEIGHTS PA | 92 | $8.8M | $3K |
| 3 | CAPP MANAGEMENT LLC CAPP PROFIT SHARING 401(K) PLAN | CLIFTON HEIGHTS |
| 80 |
| $7.1M |
| $3K |