Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding MFS New Discovery Value Fund Mutual fund in their Schedule of Assets, totaling $23.0M 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 | ALFA LAVAL INC. ALFA LAVAL RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,902 | $319.3M | $6.5M |
| 2 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $3.9M |
| 3 | CARRIAGE FUNERAL HOLDINGS, INC. CARRIAGE SERVICES 401(K) PLAN |
HOUSTON TX |
| 2,312 |
| $98.9M |
| $3.9M |
| 4 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN | DES MOINES IA | 610 | $111.5M | $2.6M |
| 5 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $1.7M |
| 6 | AXIOM GLOBAL INC. AXIOM GLOBAL INC. 401(K) PLAN | CHICAGO IL | 2,550 | $114.4M | $1.1M |
| 7 | FIVES INC. FIVES RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,506 | $314.4M | $1.0M |
| 8 | TITLE 9 SPORTS, INC. TITLE 9 SPORTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | EMERYVILLE CA | 189 | $15.4M | $511K |
| 9 | COADAP LLC COADAP LLC PROFIT SHARING 401(K) PLAN | READING PA | 750 | $47.0M | $326K |
| 10 | LYONS MAGNUS, LLC LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN | FRESNO CA | 898 | $54.0M | $306K |
