Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS New Discovery Value R6 Fund " in their Schedule of Assets, totaling $4.7M 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 | SARTORIUS CORPORATION SARTORIUS 401(K) SAVINGS PLAN | BOHEMIA NY | 1,461 | $218.2M | $1.6M |
| 2 | BENTLEY SYSTEMS, INC. BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN | EXTON PA | 1,629 | $595.2M | $1.2M |
| 3 | VENDOR CREDENTIALING SERVICE, LLC D/B/A SYMPLR SYMPLR 401(K) PLAN AND TRUST |
HOUSTON TX |
| 1,546 |
| $117.4M |
| $987K |
| 4 | PLAN INTERNATIONAL USA, INC. PLAN INTERNATIONAL USA, INC. RETIREMENT PLAN | PROVIDENCE RI | 113 | $21.4M | $482K |
| 5 | PLEASANTS CONSTRUCTION, INC THE PLEASANT COMPANIES 401(K) PLAN AND TRUST | CLARKSBURG MD | 762 | $24.2M | $381K |
| 6 | CARROLLWOOD DAY SCHOOL CARROLLWOOD DAY SCHOOL 401K PROFIT SHARING PLAN | TAMPA FL | 257 | $14.5M | $42K |
| 7 | LDA MANAGEMENT COMPANY, INC. LDA MANAGEMENT COMPANY, INC. 401(K) PLAN | DALLAS TX | 620 | $11.2M | $28K |
| 8 | OMAHA STANDARD, LLC OMAHA STANDARD, LLC BARGAINING UNIT SALARY SAVINGS PLAN | COUNCIL BLUFFS IA | 161 | $5.2M | $25K |
