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 " in their Schedule of Assets, totaling $5.1M 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 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $4.2M |
| 2 | CHICAGO CHARTER SCHOOL FOUNDATIO CHICAGO INTERNATIONAL CHARTER SCHOOL 401(K) PLAN | CHICAGO IL | 37 | $1.8M | $511K |
| 3 | E. AMANTI & SONS, INC. AMANTI EMPLOYEE RETIREMENT PLAN |
SALEM MA |
| 121 |
| $18.4M |
| $154K |
| 4 | TECHNIBILT, LTD. DBA WANZL NORTH AMERICA TECHNIBILT, LTD. DBA WANZL NORTH AMERICA 401(K) PLAN | DENVER NC | 350 | $20.9M | $131K |
| 5 | ITECH US, INC. ITECH US, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON VT | 299 | $13.4M | $47K |
| 6 | MOLO SOLUTIONS, LLC MOLO SOLUTIONS 401K | CHICAGO IL | 699 | $5.9M | $47K |
| 7 | CAPE FEAR ORTHOPAEDIC CLINIC, P.A. CAPE FEAR ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN | FAYETTEVILLE NC | 0 | $7.9M | $26K |
