Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFS Total Return Bond R4 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $796K |
| 2 | THE ELECTRIC MOTOR REPAIR CO. THE ELECTRIC MOTOR REPAIR CO. 401(K) RETIREMENT SAVINGS PLAN | ROSEDALE MD | 199 | $17.4M | $373K |
| 3 | LAMERS BUS LINES, INC. |
GREEN BAY WI |
| 1,334 |
| $26.6M |
| $25K |