Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management MFS New Discovery R4 Fund in their Schedule of Assets, totaling $126K 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 | MAYCO MANUFACTURING, LLC MAYCO SAVINGS PLAN | BIRMINGHAM AL | 193 | $3.3M | $74K |
| 2 | OPTICAL CABLE CORPORATION OPTICAL CABLE CORPORATION EMPLOYEES' 401(K) PLAN | ROANOKE VA | 337 | $20.2M | $53K |
