Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS New Discovery Fund Class R6 in their Schedule of Assets, totaling $4.7M 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 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $2.7M |
| 2 | RUMPKE CONSOLIDATED COMPANIES, INC. RUMPKE 401(K) RETIREMENT PLAN | CINCINNATI OH | 3,628 | $173.3M | $1.6M |
| 3 | OPEN SYSTEMS TECHNOLOGIES CORP OPEN SYSTEMS TECHNOLOGIES CORP 401(K) PROFIT SHARING PLAN & TRUST |
GAINESVILLE VA |
| 162 |
| $11.7M |
| $273K |
| 4 | UNIVERSAL PURE HOLDINGS, LLC UNIVERSAL PURE 401(K) PLAN | VILLA RICA GA | 1,032 | $6.5M | $69K |
| 5 | US LOGISTICS SOLUTIONS, INC. SOLUTIONS 401(K) PLAN | HUMBLE CO | 1,035 | $12.4M | $54K |
| 6 | BAHWAN CYBERTEK INC BAHWAN CYBERTEK INC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 142 | $8.7M | $50K |