Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding MFS MFS New Discovery Value Fund in their Schedule of Assets, totaling $19.6M 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 | UNIFIRST CORPORATION UNIFIRST RETIREMENT SAVINGS PLAN | WILMINGTON MA | 12,174 | $554.2M | $17.7M |
| 2 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE IA | 283 | $45.1M | $531K |
| 3 | BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN |
DES MOINES IA |
| 168 |
| $62.8M |
| $413K |
| 4 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $135.8M | $281K |
| 5 | KENTUCKIANA COMFORT CENTER, INC. KENTUCKIANA COMFORT CENTER 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 747 | $29.0M | $251K |
| 6 | CREDIT UNION ONE CREDIT UNION ONE CAPITAL ACCUMULATION PLAN | FERNDALE MI | 338 | $30.6M | $118K |
| 7 | VENDORS EXCHANGE INTERNATIONAL LLC. VENDORS EXCHANGE INTERNATIONAL LLC AMENDED AND RESTATED NON-UNION 401(K) PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 131 | $8.5M | $102K |
| 8 | GLOVIS AMERICA, INC. GLOVIS AMERICA, INC. 401(K) PLAN | IRVINE CA | 1,450 | $38.8M | $48K |
| 9 | ARION CARE SOLUTIONS, LLC ARION CARE SOLUTIONS 401(K) RETIREMENT PLAN | CHANDLER AZ | 3,574 | $4.6M | $45K |
| 10 | MEVION MEDICAL SYSTEMS INC. MEVION MEDICAL SYSTEMS INC. 401(K) PROFIT SHARING PLAN | LITTLETON MA | 143 | $19.6M | $41K |
