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 Mutual fund in their Schedule of Assets, totaling $11.3M 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 | HANSCOM FEDERAL CREDIT UNION HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST | LITTLETON MA | 233 | $41.3M | $10.7M |
| 2 | OHIO DOMINICAN UNIVERSITY OHIO DOMINICAN UNIVERSITY RETIREMENT PLAN | COLUMBUS OH | 125 | $43.3M | $577K |