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 R6 in their Schedule of Assets, totaling $5.6M 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 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $4.5M |
| 2 | VILLA LIGHTING SUPPLY COMPANY VILLA LIGHTING SUPPLY COMPANY PROFIT SHARING PLAN | ST LOUIS MO | 128 | $44.5M | $748K |
| 3 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN |
MAPLE PLAIN MN |
| 219 |
| $21.7M |
| $299K |
| 4 | TERRA WORLDWIDE LOGISTICS LLC TERRA WORLDWIDE LOGISTICS 401(K) PLAN | ROSWELL GA | 337 | $6.9M | $22K |
| 5 | ALLIANCE AVIATION GROUP LLC ALLIANCE AVIATION GROUP 401(K) PLAN | OCOEE FL | 153 | $2.2M | $10K |
| 6 | URGENT CARE SUPPORT SERVICES LLC HOMETOWN URGENT CARE 401(K) PLAN | SYRACUSE NY | 102 | $2.7M | $9K |
| 7 | TAG URGENT CARE SUPPORT SERVICES LLC TAG URGENT CARE SUPPORT SERVICES LLC 401(K) PLAN | EAST SYRACUSE NY | 102 | $2.8M | $7K |
