Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Total Return Bond A Mutual fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAMILY & CHILDREN'S AGENCY, INC. FAMILY & CHILDREN'S AGENCY, INC. 401(K) PLAN | NORWALK CT | 171 | $9.2M | $928K |
| 2 | NEW VIEW ALLIANCE NEW VIEW ALLIANCE SAVINGS PLAN | WILLIAMSVILLE NY | 337 | $10.8M | $788K |
| 3 | RNDC NEW YORK, LLC RNDC/OPICI NY 401(K) PLAN |
EAST SYRACUSE NY |
| 212 |
| $18.2M |
| $455K |