Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS New Discovery Value Fund Class R3 in their Schedule of Assets, totaling $18.0M 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 | HUBBARD BROADCASTING, INC. HBI 401(K) RETIREMENT SAVINGS PLAN | ST. PAUL MN | 1,712 | $383.9M | $17.8M |
| 2 | EUROPA SPORTS PARTNERS, LLC EUROPA SPORTS PARTNERS, LLC 401(K) PLAN | CHARLOTTE NC | 46 | $10.5M | $110K |
| 3 | SYSTEMS PRODUCTS AND SOLUTIONS, INC. SYSTEMS PRODUCTS AND SOLUTIONS RETIREMENT TRUST |
HUNTSVILLE AL |
| 99 |
| $6.5M |
| $8K |