Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS New Discovery Value R2 in their Schedule of Assets, totaling $1.4M 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 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $910K |
| 2 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN | BLACK RIVER FALLS WI | 638 | $25.0M | $390K |
| 3 | ZIFT SOLUTIONS, INC. ZIFT SOLUTIONS 401(K) PLAN |
CARY NC |
| 51 |
| $5.3M |
| $62K |
