Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MFS Total Return Bond Fund Mutual fund in their Schedule of Assets, totaling $7.5M 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 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN | REDWOOD CITY CA | 1,522 | $285.4M | $2.8M |
| 2 | WOLFE AUTOMOTIVE GROUP, LLC WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | KANSAS CITY MO | 415 | $24.1M | $2.2M |
| 3 | DIGITALBRIDGE GROUP ADVISORS, LLC |
BOCA RATON FL |
| 231 |
| $95.7M |
| $1.3M |
| 4 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $879K |
| 5 | W.L. BUTLER CONSTRUCTION, INC. W. L. BUTLER CONSTRUCTION, INC. 401(K) PLAN | REDWOOD CITY CA | 202 | $46.7M | $264K |
| 6 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN | MEBANE NC | 509 | $39.1M | $127K |
| 7 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $5K |
