Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding MFS Global Total Return R6 in their Schedule of Assets, totaling $10.0M 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 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $3.1M |
| 2 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $1.7M |
| 3 | AMPAC FINE CHEMICALS LLC |
RANCHO CORDOVA CA |
| 510 |
| $96.7M |
| $1.5M |
| 4 | FACILITY CONCESSION SERVICES, LL SPECTRUM 401(K) PLAN | OAK RIDGE NORTH TX | 193 | $8.3M | $1.3M |
| 5 | AMPAC FINE CHEMICALS LLC AMPAC FINE CHEMICALS LLC BARGAINING UNIT 401(K) PLAN | RANCHO CORDOVA CA | 189 | $39.5M | $1.1M |
| 6 | ESP ASSOCIATES, INC. ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FORT MILL SC | 568 | $42.1M | $618K |
| 7 | TEAM CYMRU, INC. TEAM CYMRU, INC. 401(K) P/S PLAN | LAKE MARY FL | 111 | $17.6M | $312K |
| 8 | YALE APPLIANCE YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST | NORTON MA | 197 | $22.5M | $133K |
| 9 | HOMESPIRE MORTGAGE CORPORATION HOMESPIRE MORTGAGE CORPORATION 401K PROFIT SHARING PLAN AND TRU | GAITHERSBURG MD | 134 | $9.2M | $60K |
| 10 | SPRUCE GROVE, INC. SPRUCE GROVE RETIREMENT PLAN | SANTA ANA CA | 333 | $6.3M | $56K |
