Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mfs New Discovery Value R6 Mutual Fund N/A in their Schedule of Assets, totaling $1.2M 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 | HOUSTON ENGINEERING, INC. HOUSTON ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 247 | $54.8M | $618K |
| 2 | L.G. EVERIST, INCORPORATED L. G. EVERIST, INC. 401(K) PLAN | SIOUX FALLS SD | 414 | $34.7M | $535K |
| 3 | MAGGIE SOTTERO DESIGNS, LLC MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN |
SALT LAKE CITY UT |
| 90 |
| $11.4M |
| $54K |
