Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS New Discovery Value R3 " in their Schedule of Assets, totaling $6.1M 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 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $3.4M |
| 2 | 8TH LIGHT HOLDINGS, INC. 8TH LIGHT 401(K) PLAN | CHICAGO IL | 93 | $12.3M | $673K |
| 3 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN |
DURHAM NC |
| 401 |
| $70.7M |
| $660K |
| 4 | PILKINGTON NORTH AMERICA, INC. RETIREMENT SAVINGS VALUE PLAN | TOLEDO OH | 1,039 | $81.8M | $461K |
| 5 | HOWARD/STEIN-HUDSON ASSOCIATES, INC HOWARD STEIN HUDSON 401(K) PLAN | BOSTON MA | 96 | $16.4M | $407K |
| 6 | RANOR, INC. RANOR, INC. 401(K) PLAN | WESTMINSTER MA | 76 | $8.6M | $121K |
| 7 | QUALITY BICYCLE PRODUCTS, GBC QUALITY BICYCLE PRODUCTS, INC. 401(K) PLAN | BLOOMINGTON MN | 953 | $64.8M | $115K |
| 8 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN | CHICAGO IL | 142 | $4.1M | $111K |
| 9 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $53K |
| 10 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW HAMPTON NH | 156 | $21.7M | $49K |
