Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Investment Management MFS New Discovery Value R6 Fd in their Schedule of Assets, totaling $79K 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 | EVERETT GRAPHICS, INC. EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN | OAKLAND CA | 100 | $10.5M | $48K |
| 2 | ILLUMINATE HEALTHCARE ILLUMINATE-HC 401(K) PLAN | EVANSTON IL | 1,013 | $4.8M | $18K |
| 3 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN |
CHARLESTON MO |
| 171 |
| $17.0M |
| $14K |
