Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS MFS New Discovery Value R6 N/R in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FABCON COMPANIES, LLC FABCON COMPANIES, LLC. PROFIT SHARING AND 401(K) PLAN | EDEN PRAIRIE MN | 971 | $83.7M | $1.8M |
| 2 | NNA SERVICES, LLC NNA SERVICES PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 244 | $33.1M | $84K |
| 3 | MOO, INC. MOO, INC. 401(K) RETIREMENT PLAN |
EAST PROVIDENCE RI |
| 199 |
| $9.2M |
| $13K |
| 4 | YES EQUIPMENT & SERVICES, INC. YES EQUIPMENT & SERVICES, INC. 401(K) PLAN | MENOMONEE FALLS WI | 102 | $11.8M | $1K |
