Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS New Discovery Value Fund R6 - in their Schedule of Assets, totaling $8.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIVERSIDE HEALTHCARE RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN | KANKAKEE IL | 2,987 | $195.8M | $3.2M |
| 2 | BURLINGAME INDUSTRIES, INCORPORATED BURLINGAME INDUSTRIES 401(K) AND PROFIT SHARING RETIREMENT PLAN | RIALTO CA | 789 | $89.3M | $2.0M |
| 3 | RIVERSIDE HEALTHCARE |
KANKAKEE IL |
| 2,131 |
| $125.2M |
| $1.4M |
| 4 | THE BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN | NEW YORK NY | 364 | $139.1M | $772K |
| 5 | START EARLY START EARLY 401(K) PLAN | CHICAGO IL | 439 | $41.6M | $474K |
| 6 | MANHATTAN SCHOOL OF MUSIC MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN | NEW YORK NY | 665 | $58.8M | $274K |
| 7 | INTELLIGENTSIA COFFEE, INC. INTELLIGENTSIA 401(K) PROFIT SHARING PLAN | BEDFORD PARK IL | 186 | $8.4M | $119K |
| 8 | TEST RITE PRODUCTS CORP. TEST RITE PRODUCTS CORP 401(K) PLAN | ONTARIO CA | 152 | $11.4M | $9K |
