Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS New Discovery Value R4 Mutual fund account in their Schedule of Assets, totaling $186K 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 | TJC MORTGAGE, INC. MORTGAGERIGHT 401(K) PLAN | BIRMINGHAM AL | 173 | $11.1M | $186K |
