Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS New Discovery Value Fund Class R4 Registered investment companies in their Schedule of Assets, totaling $86K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMIT ON-SITE SOLUTIONS, LLC SUMMIT ON-SITE SOLUTIONS 401(K) PLAN | PEARLAND TX | 223 | $5.4M | $86K |
