Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MFS Series Trust V MFS Total Return Fund Class R2 in their Schedule of Assets, totaling $100K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGENDS BANK LEGENDS BANK 401-K PLAN | CLARKSVILLE TN | 138 | $15.3M | $100K |
