Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Loan Fund . MFS MUTUAL FUND in their Schedule of Assets, totaling $135K 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 | KENDAL-CROSSLANDS COMMUNITIES KENDAL-CROSSLANDS COMMUNITIES 403(B) PLAN | KENNETT SQUARE PA | 778 | $33.4M | $116K |
| 2 | THRIVE WELLNESS AND RECOVERY INC THRIVE WELLNESS AND RECOVERY INC. 401(K) PROFIT SHARING PLAN | WATERTOWN NY | 309 | $6.0M | $13K |
| 3 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. |
RIDGEFIELD CT |
| 715 |
| $12.8M |
| $4K |
| 4 | GANDARA MENTAL HEALTH CENTER GANDARA MENTAL HEALTH CENTER, INC. BENEFIT PLANS | SPRINGFIELD MA | 1,593 | $2.9M | $2K |
