Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MFS new disc val in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHITCRAFT LLC WHITCRAFT LLC 401(K) PLAN | EASTFORD CT | 1,691 | $75.4M | $1.1M |
| 2 | PPW AERO BUYER, INC. D/B/A PURSUIT AEROSPACE PURSUIT AEROSPACE 401(K) PLAN | EASTFORD CT | 1,803 | $153.4M | $1.0M |
