Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding MFS Global Total Return Fund " in their Schedule of Assets, totaling $1.4M 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 | A & M (2015) LLC COSA NOVA HOLDINGS, INC. 401(K) PLAN | NORTH BERGEN NJ | 786 | $11.4M | $1.1M |
| 2 | BAMBOO HEALTH, INC. BAMBOO HEALTH 401(K) SAVINGS PLAN | LOUISVILLE KY | 440 | $49.0M | $90K |
| 3 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN |
| 564 |
| $49.7M |
| $87K |
| 4 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $76K |
| 5 | SOHNEN ENTERPRISES, INC. SOHNEN ENTERPRISES, INC. PROFIT SHARING AND 401(K) PLAN | LA PALMA CA | 47 | $6.2M | $65K |
| 6 | ROBERTS AIRCRAFT CO. ROBERTS AIRCRAFT CO. 401(K) PLAN | CHEYENNE WY | 108 | $8.3M | $38K |
