Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS New Discovery Mutual Fund in their Schedule of Assets, totaling $816K 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 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON NJ | 362 | $45.1M | $324K |
| 2 | CENTRAARCHY RESTAURANT MANAGEMENT CORP VISION RETIREMENT PLAN | CHARLESTON SC | 620 | $13.1M | $188K |
| 3 | W. ATLEE BURPEE AND COMPANY THE BURPEE RETIREMENT SAVINGS PLAN |
WARMINSTER PA |
| 171 |
| $19.1M |
| $121K |
| 4 | UMOJA BIOPHARMA, INC. UMOJA BIOPHARMA, INC. 401(K) PLAN | SEATTLE WA | 164 | $16.1M | $120K |
| 5 | NORTHERN MONTANA HOSPITAL NORTHERN MONTANA HOSPITAL 403(B) PLAN | HAVRE MT | 555 | $18.5M | $64K |
