Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS New Discovery Value Fund Class I in their Schedule of Assets, totaling $700K 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 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN MASTER TRUST | ATLANTA GA | — | $39.7M | $475K |
| 2 | TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN IBEW NO 743 HEALTH AND WELFARE PLAN | READING PA | 476 | $13.9M | $226K |
