Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS MFS Total Return in their Schedule of Assets, totaling $3.8M 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 | AMERICAN COUNCIL OF LIFE INSURERS ACLI INCOME PLAN | WASHINGTON DC | 108 | $118.0M | $3.0M |
| 2 | MELLOTT COMPANY, LLC MELLOTT COMPANY 401(K) PLAN | WARFORDSBURG PA | 365 | $28.5M | $837K |
