Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Total Return Bond Class A in their Schedule of Assets, totaling $878K 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 | COMMUNITY ACTION ORGANIZATION OF WESTERN NEW YORK, INC 403(B) THRIFT PLAN OF THE COMMUNITY ACTION OR | BUFFALO NY | 407 | $6.8M | $855K |
| 2 | AVANTS OPERATIONS, LLC AVANTS OPERATIONS, LLC 401(K) PLAN | ATHENS GA | 268 | $4.0M | $23K |