Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS NEWDISCOVERY VALUE FUND R6 Registered Investment Company in their Schedule of Assets, totaling $45.8M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $32.6M |
| 2 | CROCS, INC. CROCS, INC. 401(K) PLAN | BROOMFIELD CO | 5,330 | $105.3M | $5.5M |
| 3 | MERZ, INCORPORATED MERZ NORTH AMERICA 401(K) PLAN | RALEIGH |
| 1,167 |
| $237.0M |
| $4.1M |
| 4 | BURLINGAME INDUSTRIES, INCORPORATED BURLINGAME INDUSTRIES 401(K) AND PROFIT SHARING RETIREMENT PLAN | RIALTO CA | 789 | $89.3M | $2.0M |
| 5 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $1.6M |
