Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS New Discovery R6 Mutual fund in their Schedule of Assets, totaling $10.7M 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 | CLARIANT CORPORATION CLARIANT RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,026 | $329.9M | $9.3M |
| 2 | KSL ADVISORS, LLC KSL ADVISORS, LLC 401(K) PLAN | DENVER CO | 112 | $20.6M | $438K |
| 3 | PUMA BIOTECHNOLOGY, INC. PUMA BIOTECHNOLOGY, INC. 401(K) PLAN | LOS ANGELES CA | 170 | $41.3M | $214K |
| 4 | THOUGHT LOGIC CONSULTING, LLC THOUGHT LOGIC 401(K) PLAN | ATLANTA GA | 127 | $18.3M | $209K |
| 5 | ELEMENT ELECTRONICS HOLDINGS, LLC OHC BRANDS 401(K) PLAN | WINNSBORO SC | 316 | $6.7M | $116K |
| 6 | TWS ACQUISITION CORPORATION STRATATECH EDUCATION GROUP 401(K) PLAN | PHOENIX AZ | 340 | $11.0M | $109K |
| 7 | HAWS CORPORATION HAWS RETIREMENT PLAN | SPARKS NV | 159 | $26.5M | $92K |
| 8 | ALL CARE PLUS, INC. QUALITY FAMILY 401(K) PLAN | JAMESTOWN TN | 2,110 | $5.6M | $86K |
| 9 | AMERICAN INDIAN HEALTH & SERVICES CORPORATION AMERICAN INDIAN HEALTH & SERVICES CORPORATION EMPLOYEE 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 105 | $8.8M | $79K |
| 10 | NORTHWEST CONTRACTING, INC. NORTHWEST CONTRACTING, INC. 401(K) PLAN | BISMARCK ND | 172 | $7.8M | $28K |
