Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Total Return A " in their Schedule of Assets, totaling $30.3M 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 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $28.6M |
| 2 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 201 | $49.9M | $1.2M |
| 3 | VIRGINIA SPINE INSTITUTE, PLC |
RESTON VA |
| 117 |
| $15.1M |
| $460K |
| 4 | JAGENBERG US HOLDING, INC. JAGENBERG US HOLDING, INC. 401(K) RETIREMENT PLAN | SPARTANBURG SC | 163 | $14.7M | $58K |
