Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Mutual funds - MFS New Discovery R6 in their Schedule of Assets, totaling $1.4M 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 | GENESIS ENERGY, LLC GENESIS ALKALI, LLC SAVINGS INVESTMENT PLAN | HOUSTON TX | 1,015 | $126.8M | $1.4M |
| 2 | GENESIS ENERGY, LLC GENESIS ENERGY, LLC PROFIT SHARING & RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,064 | $184.7M | $31K |
