Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding MFS New Discovery Value R6 in their Schedule of Assets, totaling $16.7M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $4.9M |
| 2 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN | SAINT CLOUD MN | 7,095 | $162.1M | $1.1M |
| 3 | PRESBYTERIAN HOMES RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES |
SKOKIE IL |
| 1,235 |
| $69.5M |
| $893K |
| 4 | POCKET NURSE ENTERPRISES, LLC POCKET NURSE 401(K) PROFIT SHARING PLAN | MONACA PA | 102 | $15.9M | $824K |
| 5 | FOUR SEASONS ENVIRONMENTAL, INC. FOUR SEASONS ENVIRONMENTAL, INC. 401(K) PLAN | MONROE OH | 383 | $38.9M | $816K |
| 6 | CAMBRIDGE HEALTHTECH INSTITUTE CAMBRIDGE HEALTHTECH HOLDING 401(K) PROFIT SHARING PLAN | NEEDHAM MA | 144 | $26.5M | $744K |
| 7 | IPC INTERNATIONAL, INC. IPC INTERNATIONAL, INC. RETIREMENT PLAN | BANNOCKBURN IL | 106 | $29.6M | $709K |
| 8 | MUTUAL OF OMAHA MORTGAGE, INC. MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | SAN DIEGO CA | 1,340 | $67.9M | $611K |
| 9 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $553K |
| 10 | HARRIS & HARRIS, LTD. HARRIS & HARRIS, LTD 401(K) PLAN | CHICAGO IL | 570 | $15.4M | $499K |
