Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS New Discovery Value Fund Registered Investment Company in their Schedule of Assets, totaling $625K 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 | THE WRENCH GROUP THE WRENCH GROUP RETIREMENT PLAN | MARIETTA GA | 6,705 | $137.2M | $617K |
| 2 | ALLEN ENGINEERING CORPORATION ALLEN ENGINEERING CORPORATION 401(K) PROFIT SHARING PLAN | PARAGOULD AR | 119 | $5.9M | $8K |
