Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Investment Managemnent New Discovery R3 Fund in their Schedule of Assets, totaling $1.2M 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 | BOARD OF TRUSTEES,PLASTERERS LOCAL 67 PENSION TRUST FUND PLASTERERS LOCAL 67 PENSION TRUST FUND | TROY MI | 530 | $33.0M | $1.2M |
