Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MFS New Discovery Value - in their Schedule of Assets, totaling $37.9M 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 | INTEGRIS HEALTH, INC. 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 12,869 | $1.1B | $32.9M |
| 2 | INTEGRIS 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 13,354 | $297.2M | $2.1M |
| 3 | CASSIA CASSIA 403(B) RETIREMENT PLAN |
EDINA MN |
| 4,852 |
| $128.2M |
| $585K |
| 4 | DOMINIUM MANAGEMENT SERVICES, LLC DOMINIUM 401(K) RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 1,137 | $78.7M | $548K |
| 5 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $480K |
| 6 | CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN | WASHINGTON DC | 311 | $81.9M | $353K |
| 7 | CONSOLIDATED PIPE & SUPPLY COMPANY, INC. THE CONSOLIDATED PIPE & SUPPLY COMPANY, INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN AND TRUST | BIRMINGHAM AL | 1,087 | $91.3M | $330K |
| 8 | XLA, INC. XLA 401(K) PLAN | VIENNA VA | 105 | $14.9M | $235K |
| 9 | CHILDREN'S INSTITUTE, INC. CHILDREN'S INSTITUTE, INC. 403(B) PLAN | LOS ANGELES CA | 819 | $33.5M | $191K |
| 10 | IBEW LOCAL UNION 375 ELECTRICIANS' WELFARE FUND IBEW LOCAL UNION 375 ELECTRICIANS' WELFARE FUND | ALLENTOWN PA | 679 | $11.9M | $52K |
