Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS New Discovery Value Mutual fund in their Schedule of Assets, totaling $1.2M 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 | ALLIED TELESIS, INC. ALLIED TELESIS 401(K) PLAN | SAN JOSE CA | 178 | $51.6M | $570K |
| 2 | SUKUP MANUFACTURING COMPANY SUKUP MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | SHEFFIELD IA | 727 | $75.4M | $360K |
| 3 | METALPLATE GALVANIZING, INC. METALPLATE GALVANIZING, L.P. EMPLOYEE SAVINGS PLAN |
BIRMINGHAM AL |
| 482 |
| $12.2M |
| $142K |
| 4 | D'AMICO HOLDING COMPANY D'AMICO HOLDING COMPANY 401(K) PLAN | MINNEAPOLIS MN | 714 | $7.5M | $132K |
