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 R3 MFS 0 in their Schedule of Assets, totaling $847K 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 | KENNETH S. NUGENT KENNETH S. NUGENT 401(K) PLAN | DULUTH GA | 189 | $22.4M | $648K |
| 2 | RILEY SPENCE MANAGEMENT COMPANY, LLC RILEY SPENCE MANAGEMENT COMPANY 401(K) PLAN | FENTON MO | 481 | $2.3M | $199K |
