Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding MFS® New Discovery Fund R6 in their Schedule of Assets, totaling $4.4M 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 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $1.5M |
| 2 | MCKINLEY CAPITAL MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN | ANCHORAGE AK | 91 | $24.8M | $1.0M |
| 3 | MCKINLEY MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN |
ANCHORAGE AK |
| 33 |
| $19.0M |
| $840K |
| 4 | INLAND MARINE SERVICE, INC. INLAND MARINE SERVICE 401(K) PLAN | HEBRON KY | 187 | $5.5M | $250K |
| 5 | US PHARMA LAB, LLC US. PHARMA LAB, LLC 401(K) PLAN | NORTH BRUNSWICK NJ | 336 | $11.3M | $200K |
| 6 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $123K |
| 7 | ADVANCED MEDICAL IMAGING, LLC ADVANCED MEDICAL IMAGING, LLC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 180 | $17.0M | $91K |
| 8 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $79K |
| 9 | AMERICAN AEROGEL CORPORATION AMERICAN AEROGEL CORPORATION 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 237 | $7.4M | $49K |
| 10 | WINCHESTER THURSTON SCHOOL THE WINCHESTER THURSTON SCHOOL 403(B) RETIREMENT PLAN | PITTSBURGH PA | 163 | $29.3M | $42K |
