Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Mfs New Discovery Value R6 Registered Investment Company in their Schedule of Assets, totaling $9.2M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $3.4M |
| 2 | HAJOCA CORPORATION HAJOCA CORPORATION EMPLOYEES 401(K) PLAN | LAFAYETTE HILL PA | 6,206 | $352.3M | $2.8M |
| 3 | GREEN DIAMOND RESOURCE COMPANY GREEN DIAMOND SAVINGS PLAN |
SEATTLE WA |
| 378 |
| $114.9M |
| $2.2M |
| 4 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,235 | $41.1M | $243K |
| 5 | GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST. PETERSBURG FL | 354 | $42.8M | $230K |
| 6 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B | PHILADELPHIA PA | 714 | $39.6M | $108K |
| 7 | FIVE STAR FOOD SERVICE, INC. FIVE STAR FOOD SERVICE, INC. 401(K) EMPLOYEES' SAVINGS PLAN | CHATTANOOGA TN | 1,886 | $38.8M | $103K |
| 8 | ACT LLC ACT LLC 401(K) PLAN | SCOTTSDALE AZ | 55 | $11.0M | $91K |
| 9 | EVERGREEN TREATMENT SERVICES EVERGREEN TREATMENT SERVICES 403(B) PLAN | SEATTLE WA | 316 | $13.0M | $61K |
| 10 | PATRA CORPORATION PATRA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS CA | 510 | $21.5M | $42K |
