Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS INTERNATIONAL NEW DISC R4 MUTUAL FUNDS in their Schedule of Assets, totaling $8.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $7.3M |
| 2 | CELLMARK, INC. CELLMARK PROFIT SHARING PLAN AND TRUST | SHELTON CT | 509 | $154.7M | $863K |
| 3 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II |
NEW YORK NY |
| 8,108 |
| $77.6M |
| $133K |
