Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS New Disc Val R6 Mutual fund - in their Schedule of Assets, totaling $1.7M 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 | SHIELDS HEALTH CARE GROUP, INC. SHIELDS HEALTH CARE GROUP 401(K) PROFIT SHARING PLAN | QUINCY MA | 1,334 | $103.8M | $1.3M |
| 2 | ANNETT HOLDINGS INC ANNETT HOLDINGS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | DES MOINES IA | 5,008 | $99.9M | $333K |
| 3 | CREATIVE MULTICARE, LLC |
JONESBORO GA |
| 750 |
| $10.9M |
| $104K |
| 4 | JORGENSEN AND SONS INC JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 135 | $4.3M | $10K |
| 5 | WRIGHT OF THOMASVILLE, INC. WRIGHT OF THOMASVILLE, INC. RESERVED PAY PLAN | THOMASVILLE NC | 162 | $13.0M | $4K |
