Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS New Disc Val R4 in their Schedule of Assets, totaling $380K 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 | BURROUGHS & CHAPIN COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST OF BURROUGHS & CHAPIN COMPANY, INC. | MYRTLE BEACH SC | 216 | $27.5M | $374K |
| 2 | BRADY ENTERPRISES, INC. BRADY ENTERPRISES, INC. 401(K) PLAN | EAST WEYMOUTH MA | 128 | $4.4M | $6K |
