Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding MFS New Discovery Value Fund in their Schedule of Assets, totaling $29.4M 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 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN | WAYNE NJ | 2,602 | $642.8M | $6.8M |
| 2 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $4.5M |
| 3 | UNIFI, INC. UNIFI, INC. RETIREMENT SAVINGS PLAN |
GREENSBORO NC |
| 1,701 |
| $157.9M |
| $3.7M |
| 4 | ONESMILE, LLC ONESMILE 401(K) PLAN AND TRUST | COSTA MESA CA | 6,708 | $348.7M | $2.9M |
| 5 | NELSON IRRIGATION CORPORATION NELSON IRRIGATION CORPORATION 401(K) AND PROFIT SHARING PLAN | WALLA WALLA WA | 193 | $111.7M | $2.4M |
| 6 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD KY | 6,098 | $190.7M | $1.8M |
| 7 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $1.7M |
| 8 | PRA GROUP, INC. PRA GROUP, INC. 401(K) PLAN | NORFOLK VA | 2,087 | $118.4M | $1.3M |
| 9 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES | DURANT OK | 1,858 | $363.2M | $733K |
| 10 | J.C. STEELE AND SONS, INC. J.C. STEELE & SONS,INC PROFIT SHARING AND RETIREMENT SAVINGS PLAN | STATESVILLE NC | 126 | $27.6M | $650K |
