Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS TOTAL RETURN BOND FD A MUTUAL FUNDS in their Schedule of Assets, totaling $8.3M 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 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $4.7M |
| 2 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $2.7M |
| 3 | COUNTRY FAIR, INC. |
ERIE PA |
| 412 |
| $14.5M |
| $759K |
| 4 | UNITED REFINING COMPANY OF PENNSYLVANIA UNITED REFINING COMPANY OF PA INCENTIVE SAVINGS PLAN | WARREN PA | 2,471 | $12.3M | $175K |
