Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS New Discovery Fund Class R6 in their Schedule of Assets, totaling $2.6M 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 | CONFEDERATED TRIBES OF THE GRAND RONDE COMMUNITY OF OREGON CONFEDERATED TRIBES OF GRAND RONDE RETIREMENT PLAN | GRAND RONDE OR | 2,190 | $150.9M | $2.0M |
| 2 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $353K |
| 3 | MRD, INC. MRD, INC. 401(K) PLAN |
ANCHORAGE AK |
| 259 |
| $4.6M |
| $209K |
| 4 | CAMELOT VENTURE GROUP LLC CAMELOT VENTURE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NOVI MI | 179 | $9.0M | $46K |
| 5 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $14K |
