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 in their Schedule of Assets, totaling $2.1M 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 | W.T. WALKER GROUP, INC. W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | MILWAUKEE WI | 341 | $52.5M | $1.4M |
| 2 | NETWORK THERAPY SERVICES, LLC NETWORK THERAPY SERVICES, LLC 401(K) PLAN | BLOOMINGTON MN | 326 | $12.7M | $363K |
| 3 | NYRSTAR CLARKSVILLE INC. NYRSTAR SALARIED 401(K) PLAN |
CLARKSVILLE TN |
| 297 |
| $42.3M |
| $247K |
| 4 | AZTEC SHOPS, LTD. AZTEC SHOPS, LTD. RETIREMENT PLAN | SAN DIEGO CA | 300 | $5.5M | $80K |