Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MFS MFS Total Return R6 # in their Schedule of Assets, totaling $4.5M 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 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $2.5M |
| 2 | SEMBLEX CORPORATION SEMBLEX CORPORATION EMPLOYEE PROFIT SHARING & 401(K) PLAN | ELMHURST IL | 307 | $29.6M | $585K |
| 3 | MEGASTAR FINANCIAL CORPORATION MEGASTAR FINANCIAL CORPORATION 401(K) PLAN | DENVER CO | 123 | $16.7M | $453K |
| 4 | LUMMUS CORPORATION LUMMUS CORPORATION EMPLOYEES 401(K) PLAN | SAVANNAH GA | 130 | $12.9M | $331K |
| 5 | HOMEMAKERS PLAZA, INC. HOMEMAKERS PLAZA, INC. 401(K) PLAN | URBANDALE IA | 320 | $16.8M | $299K |
| 6 | ENSINGER, INC. ENSINGER, INC. PROFIT SHARING AND 401(K) PLAN | WASHINGTON PA | 308 | $46.6M | $155K |
| 7 | HURON, INC. HURON, INC. RETIREMENT SAVINGS & INVESTMENT PLAN | LEXINGTON MI | 105 | $12.2M | $98K |
| 8 | HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION HOOSIER UPLANDS ECONOMIC DEVELOPMENT CORPORATION 403(B) PLAN | MITCHELL IN | 221 | $6.9M | $34K |
| 9 | FALVEY INSURANCE GROUP LTD FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | NORTH KINGSTOWN RI | 176 | $18.2M | $26K |
| 10 | HURON, INC. THE HURON RETIREMENT SAVINGS & INVESTMENT PLAN FOR EMPLOYEES REPRESENTED BY UAW LOCAL 9699 | LEXINGTON MI | 285 | $6.7M | $7K |
