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 Funds in their Schedule of Assets, totaling $1.2M 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 | PENTON LEARNING SYSTEMS, L.L.C. PENTON LEARNING SYSTEMS, L.L.C. 401(K) PLAN | NEW YORK NY | 271 | $34.7M | $883K |
| 2 | WHITE MOUNTAIN APACHE TRIBE WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN | WHITERIVER AZ | 490 | $4.4M | $358K |
