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 R6 Fd in their Schedule of Assets, totaling $3.7M 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 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $3.1M |
| 2 | STRUCTURAL GROUP INC. STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST | COLUMBIA MD | 2,404 | $187.7M | $231K |
| 3 | ELECTROSTIM MEDICAL SERVICES, INC. ELECTROSTIM MEDICAL SERVICES, INC. SAFE HARBOR 401(K) PLAN |
TAMPA FL |
| 234 |
| $23.9M |
| $191K |
| 4 | EVOLVE VACATION RENTAL NETWORK, INC. EVOLVE VACATION RENTAL 401(K) PLAN | DENVER CO | 645 | $29.7M | $171K |
