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 Funds in their Schedule of Assets, totaling $25.1M 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 | MCLANE COMPANY, INC. MCLANE COMPANY, INC. PROFIT SHARING PLAN | TEMPLE TX | 21,394 | $1.5B | $22.5M |
| 2 | PRIMO WATER HOLDINGS INC PRIMO RETIREMENT SAVINGS PLAN | TAMPA FL | 5,828 | $371.6M | $2.4M |
| 3 | HOMETOWN PHARMACY, INC. HOMETOWN PHARMACY RETIREMENT SAVINGS PLAN |
NEW ERA MI |
| 346 |
| $19.7M |
| $257K |