Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS MFS New Discovery Value Fund Class R6 in their Schedule of Assets, totaling $186K 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 | TECO-WESTINGHOUSE MOTOR COMPANY TECO-WESTINGHOUSE MOTOR COMPANY 401(K) EMPLOYEE SAVINGS PLAN | ROUND ROCK TX | 253 | $48.1M | $142K |
| 2 | LTS LTS 401(K) PROFIT SHARING PLAN | HERNDON VA | 254 | $26.8M | $37K |
| 3 | EASTERN SHORE TRANSPORT, LLC HERITAGE & EST 401(K) PLAN |
YORK PA |
| 108 |
| $8.7M |
| $8K |