Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Investment Management New Discovery Value R6 Fund in their Schedule of Assets, totaling $4.6M 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 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $3.9M |
| 2 | IOWA DONOR NETWORK IOWA DONOR NETWORK 401(K) PLAN | NORTH LIBERTY IA | 203 | $23.6M | $642K |
