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 R6 in their Schedule of Assets, totaling $10.6M 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 | CROCS, INC. CROCS, INC. 401(K) PLAN | BROOMFIELD CO | 5,330 | $105.3M | $5.5M |
| 2 | CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK NC | 1,862 | $198.8M | $2.7M |
| 3 | CUSTOM ALUMINUM PRODUCTS, INC. CUSTOM ALUMINUM PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN |
SOUTH ELGIN IL |
| 373 |
| $14.1M |
| $477K |
| 4 | IONA UNIVERSITY IONA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NEW ROCHELLE NY | 718 | $248.4M | $399K |
| 5 | BIRMINGHAM-SOUTHERN COLLEGE BIRMINGHAM-SOUTHERN COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | BIRMINGHAM AL | 361 | $84.9M | $351K |
| 6 | BILLS DISTRIBUTING, LTD. BILL'S DISTRIBUTING, LTD. 401(K) PROFIT SHARING PLAN | MENOMONIE WI | 214 | $14.9M | $318K |
| 7 | AUTOMATED CONVEYOR SYSTEMS, INC. AUTOMATED CONVEYOR SYSTEMS, INC. PROFIT SHARING PLAN | LYNCHBURG VA | 282 | $20.3M | $247K |
| 8 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $223K |
| 9 | ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT OR | 294 | $64.2M | $195K |
| 10 | TOM NEHL TRUCK COMPANY TOM NEHL TRUCK COMPANY EMPLOYEES 401K | JACKSONVILLE FL | 256 | $16.9M | $126K |
