Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MFS Total Return Bond R3 in their Schedule of Assets, totaling $1.1M 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 | DEALERDIRECT, LLC D/B/A FORDDIRECT FORDDIRECT RETIREMENT SAVINGS PLAN | DEARBORN MI | 314 | $60.3M | $882K |
| 2 | RONILE, INC. RONILE, INC. AND SUBSIDIARIES SAVINGS AND RETIREMENT PLAN | ROCKY MOUNT VA | 61 | $8.3M | $137K |
| 3 | THE POCA VALLEY BANKSHARES, INC. THE POCA VALLEY BANK KSOP |
WALTON WV |
| 130 |
| $15.2M |
| $71K |
| 4 | TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING TX | 67 | $5.7M | $31K |
