Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS MFS 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.
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 | SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | DYERSBURG TN | 130 | $21.7M | $1.2M |
| 2 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 39,601 | $3.5B | $99K |
| 3 | INVIVOSCRIBE, INC. |
SAN DIEGO CA |
| 215 |
| $19.8M |
| $53K |
| 4 | NEW YORK COUNTY DEFENDER SERVICES NEW YORK COUNTY DEFENDER SERVICES PROFIT SHARING PLAN | NEW YORK NY | 143 | $14.4M | $18K |
| 5 | THE SCHNEIDER CORPORATION THE SCHNEIDER CORPORATION 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 88 | $13.8M | $13K |
