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-R3 N/A in their Schedule of Assets, totaling $1.6M 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 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN | GALLIPOLIS OH | 2,139 | $183.3M | $991K |
| 2 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 403B PLAN | GALLIPOLIS OH | 2,800 | $88.7M | $630K |
