Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Investment Management MFS New Discovery Value R6 Fund in their Schedule of Assets, totaling $2.8M 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 | ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK NY | 530 | $66.5M | $1.8M |
| 2 | TECOMET TECOMET 401(K) PLAN | WILMINGTON MA | 2,211 | $133.4M | $469K |
| 3 | WALSH DUFFIELD COMPANIES, INC. WALSH DUFFIELD COMPANIES, INC. 401(K) RETIREMENT PLAN |
BUFFALO NY |
| 101 |
| $33.9M |
| $288K |
| 4 | KYOCERA SGS PRECISION TOOLS, INC. KYOCERA SGS PRECISION TOOLS 401(K) PROFIT SHARING PLAN | CUYAHOGA OH | 335 | $41.6M | $174K |
| 5 | VALLEY-WIDE HEALTH SYSTEMS, INC. VALLEY-WIDE HEALTH SYSTEMS, INC. 403(B) PLAN | ALAMOSA CO | 554 | $30.2M | $91K |
