Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS New Discovery Value Fund; Class R6 in their Schedule of Assets, totaling $46.9M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $32.6M |
| 2 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $10.1M |
| 3 | CAMPBELL & COMPANY, LP CAMPBELL & COMPANY 401K PLAN |
BALTIMORE MD |
| 64 |
| $95.2M |
| $984K |
| 4 | ATLANTICARE REGIONAL MEDICAL CTR ATLANTICARE 403(B) RETIREMENT PLAN | EGG HARBOR TOWNSHIP NJ | 6,753 | $434.1M | $966K |
| 5 | PURCELL TIRE & RUBBER COMPANY PURCELL TIRE & RUBBER COMPANY 401(K) PLAN | POTOSI MO | 988 | $65.2M | $906K |
| 6 | NEW SAGEVIEW ADVISORY GROUP, LLC SAGEVIEW ADVISORY GROUP 401(K)PLAN | NEWPORT BEACH CA | 0 | $84.2M | $798K |
| 7 | CHARLOTTE EYE, EAR, NOSE, & THROAT ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN OF CHARLOTTE EYE, EAR, NOSE & THROAT ASSOCIATES, P. A. | CHARLOTTE NC | 674 | $166.9M | $308K |
| 8 | OFFICEWORKS, INC. OFFICE WORKS, INC. 401(K) PLAN | BURLINGTON MA | 163 | $17.7M | $92K |
| 9 | UMONGOUS INC UMONGOUS INC 401(K) PROFIT SHARING PLAN & TRUST | MARLTON NJ | 113 | $7.8M | $34K |
| 10 | NEPTUNE TRADING GROUP NEPTUNE TRADING GROUP 401(K) PLAN | NEWPORT RI | 127 | $5.3M | $32K |
